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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
PI
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%
BEI
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%
IA
310
IFP Advisors
Florida
$74K +$15.2K +291 +22%
AF
311
Advisornet Financial
Minnesota
$69K
HI
312
Harbour Investments
Wisconsin
$62K
BSB
313
Bangor Savings Bank
Maine
$61K
WFA
314
Wipfli Financial Advisors
Wisconsin
$58K +$61.5K +1,179 New
CFB
315
Cullen/Frost Bankers
Texas
$49K
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$45K -$6.47K -124 -12%
TPCW
317
TD Private Client Wealth
New York
$43.2K +$1.15K +22 +3%
TWM
318
Tradition Wealth Management
Minnesota
$41K +$52 +1 +0.1%
CTC
319
Central Trust Company
Missouri
$40K
GWM
320
Geneos Wealth Management
Colorado
$39K -$35.5K -680 -46%
ATC
321
Adirondack Trust Company
New York
$39K +$41.8K +800 New
S
322
SignatureFD
Georgia
$38K -$1.51K -29 -4%
HPC
323
HM Payson & Co
Maine
$38K
GG
324
Gleason Group
Kentucky
$38K +$157 +3 +0.4%
PP
325
PrairieView Partners
Minnesota
$37K