We are live on ! Find out more
DCI icon

Donaldson
DCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
351
Strive Financial Group
Indiana
$441K +$439K +4,550 +705%
BWM
352
Bernicke Wealth Management
Wisconsin
$437K -$31.4K -325 -6%
HWAM
353
Hennion & Walsh Asset Management
New Jersey
$434K +$19.1K +198 +4%
VCM
354
Versant Capital Management
Arizona
$430K +$2.22K +23 +0.5%
CWP
355
Curated Wealth Partners
California
$430K – – –
AF
356
Affiance Financial
Minnesota
$429K -$219K -2,269 -31%
MM
357
MQS Management
New York
$427K -$94.3K -977 -16%
FC
358
FORA Capital
Florida
$427K +$485K +5,024 New
OIS
359
Okabena Investment Services
Minnesota
$426K – – –
ATC
360
Argent Trust Co
Tennessee
$426K – – –
GVAG
361
Great Valley Advisor Group
Delaware
$425K – – –
RGC
362
Roberts, Glore & Co
Illinois
$425K -$15.9K -165 -3%
PCM
363
Parsons Capital Management
Rhode Island
$420K – – –
ICP
364
Impact Capital Partners
Colorado
$419K -$9.08K -94 -2%
OWA
365
One Wealth Advisors
California
$411K +$467K +4,839 New
FIB
366
First Interstate Bank
Montana
$407K – – –
CIA
367
Concurrent Investment Advisors
Florida
$402K +$84.7K +877 +23%
EB
368
Eastern Bank
Massachusetts
$397K -$6.47K -67 -1%
TPI
369
Trust Point Inc
Wisconsin
$391K +$121K +1,256 +37%
HCA
370
Hardworking Capital Advisors
California
$391K +$8.98K +93 +2%
PCM
371
Perkins Capital Management
Minnesota
$390K +$19.3K +200 +5%
EWM
372
Empirical Wealth Management
Washington
$386K +$163K +1,685 +59%
SSA
373
Schonfeld Strategic Advisors
New York
$386K -$687K -7,109 -61%
FTWA
374
Fifth Third Wealth Advisors
Ohio
$383K +$73K +756 +20%
VT
375
Vise Technologies
New York
$382K – – –
13 14
15
16 17