We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
351
Versant Capital Management
Arizona
$493K +$36.1K +420 +8%
MAM
352
Martingale Asset Management
Massachusetts
$488K -$547K -6,355 -54%
WF
353
Welch & Forbes
Massachusetts
$485K
ACIM
354
Azimuth Capital Investment Management
Michigan
$480K
ATC
355
Argent Trust Co
Tennessee
$480K +$28K +325 +6%
DnB Asset Management
356
DnB Asset Management
Norway
$480K -$47.1K -547 -9%
FFA
357
Farther Finance Advisors
California
$471K -$71.7K -834 -14%
AC
358
AlphaCore Capital
California
$470K +$451K +5,239 New
TCIIS
359
TIAA-CREF Individual & Institutional Services
New York
$460K -$9.12K -106 -2%
DWM
360
Diversify Wealth Management
Utah
$459K +$67.4K +783 +19%
DAS
361
Diversify Advisory Services
Utah
$459K +$423K +4,923 New
ICP
362
Impact Capital Partners
Colorado
$456K +$13.2K +153 +3%
AF
363
Affiance Financial
Minnesota
$455K +$1.29K +15 +0.3%
MOS
364
MGO One Seven
Ohio
$455K +$153K +1,783 +54%
OIS
365
Okabena Investment Services
Minnesota
$451K
RGC
366
Roberts, Glore & Co
Illinois
$449K
PCM
367
Parsons Capital Management
Rhode Island
$444K
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$441K -$180K -2,094 -30%
AAP
369
Arax Advisory Partners
Colorado
$440K +$167K +1,947 +66%
LNWTC
370
Laird Norton Wetherby Trust Company
Washington
$439K +$34.7K +403 +9%
AWM
371
AE Wealth Management
Kansas
$432K +$414K +4,816 New
BWM
372
Bernicke Wealth Management
Wisconsin
$432K -$29.8K -346 -7%
FIB
373
First Interstate Bank
Montana
$431K
CWP
374
Curated Wealth Partners
California
$426K -$27.9K -324 -6%
TPI
375
Trust Point Inc
Wisconsin
$422K +$7.4K +86 +2%