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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
351
Great Lakes Advisors
Illinois
$296K +$8.02K +116 +3%
SCM
352
Shelton Capital Management
Colorado
$288K -$16.9K -244 -5%
ET
353
Entropy Technologies
New York
$285K -$1.03M -14,924 -78%
MAM
354
Meeder Asset Management
Ohio
$277K +$286K +4,130 New
KFS
355
Kurt F. Somerville
$277K -$17.3K -250 -6%
AC
356
Aristides Capital
Kentucky
$273K -$15.8K -229 -5%
XT
357
XTX Topco
Cayman Islands
$268K +$276K +3,995 New
MML Investors Services
358
MML Investors Services
Massachusetts
$267K +$5.12K +74 +2%
WB
359
WesBanco Bank
West Virginia
$263K +$271K +3,922 New
CWP
360
Curated Wealth Partners
California
$258K +$266K +3,850 New
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$256K +$5.88K +85 +2%
QPW
362
Quantum Private Wealth
Florida
$256K +$29.5K +427 +13%
DADC
363
D.A. Davidson & Co
Montana
$255K +$263K +3,809 New
CFO
364
Callan Family Office
Pennsylvania
$254K +$14.4K +208 +6%
FIM
365
Freedom Investment Management
Connecticut
$253K +$261K +3,776 New
GWP
366
Gen-Wealth Partners
Michigan
$252K +$4.7K +68 +2%
CCM
367
Coldstream Capital Management
Washington
$251K -$2.84K -41 -1%
BA
368
Ballast Advisors
Minnesota
$251K
FTWA
369
Fifth Third Wealth Advisors
Ohio
$250K +$968 +14 +0.4%
OIA
370
OneDigital Investment Advisors
Kansas
$248K +$47K +680 +23%
PMWMG
371
Parr McKnight Wealth Management Group
Minnesota
$246K
SW
372
SkyOak Wealth
Michigan
$243K +$251K +3,631 New
HWAM
373
Hennion & Walsh Asset Management
New Jersey
$243K -$21.7K -314 -8%
TAM
374
Trillium Asset Management
Massachusetts
$242K
SFS
375
Stiles Financial Services
Minnesota
$239K +$346 +5 +0.1%