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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
PEAK6 Investments
301
PEAK6 Investments
Illinois
$99K +$105K +2,020 New
EW
302
Evoke Wealth
California
$98K – – –
EI
303
Ellevest Inc
New York
$96K +$35.4K +679 +53%
C
304
Covestor
United Kingdom
$89K -$69.2K -1,325 -42%
Benjamin Edwards Inc
305
Benjamin Edwards Inc
Missouri
$88K +$4.65K +89 +5%
BFPW
306
BOK Financial Private Wealth
Colorado
$85K – – –
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$84K +$16.3K +313 +22%
JWM
308
Janiczek Wealth Management
Colorado
$80K +$5.79K +111 +8%
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$75K -$629K -12,056 -89%
IFP Advisors
310
IFP Advisors
Florida
$74K +$15.2K +291 +22%
AF
311
Advisornet Financial
Minnesota
$69K – – –
Harbour Investments
312
Harbour Investments
Wisconsin
$62K – – –
BSB
313
Bangor Savings Bank
Maine
$61K – – –
WFA
314
Wipfli Financial Advisors
Wisconsin
$58K +$61.5K +1,179 New
Cullen/Frost Bankers
315
Cullen/Frost Bankers
Texas
$49K – – –
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$45K -$6.47K -124 -12%
TD Private Client Wealth
317
TD Private Client Wealth
New York
$43.2K +$1.15K +22 +3%
TWM
318
Tradition Wealth Management
Minnesota
$41K +$52 +1 +0.1%
Central Trust Company
319
Central Trust Company
Missouri
$40K – – –
Geneos Wealth Management
320
Geneos Wealth Management
Colorado
$39K -$35.5K -680 -46%
ATC
321
Adirondack Trust Company
New York
$39K +$41.8K +800 New
SignatureFD
322
SignatureFD
Georgia
$38K -$1.51K -29 -4%
HM Payson & Co
323
HM Payson & Co
Maine
$38K – – –
GG
324
Gleason Group
Kentucky
$38K +$157 +3 +0.4%
PP
325
PrairieView Partners
Minnesota
$37K – – –