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Donaldson
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
376
Artemis Wealth Advisors
New York
| – | -$16.1K | -280 | Closed |
|
|
ME
377
McIlrath & Eck
Arlington,
Washington
| – | -$16K | -271 | Closed |
|
|
RIA
378
Realta Investment Advisors
Wilmington,
Delaware
| – | -$9K | -152 | Closed |
|
|
TL
379
TrueWealth LLC
Atlanta,
Georgia
| – | -$6K | -111 | Closed |
|
380
First Horizon Advisors
Memphis,
Tennessee
| – | -$5K | -103 | Closed |
|
381
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$5K | -90 | Closed |
|
|
HGWM
382
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$2K | -42 | Closed |
|
|
CBT
383
Capital Bank & Trust
Irvine,
California
| – | -$2K | -34 | Closed |
|
384
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$1K | -20 | Closed |
|
|
GWS
385
Glassman Wealth Services
Vienna,
Virginia
| – | +$98 | +2 | +67% |
|
|
M
386
MOTCO
San Antonio,
Texas
| – | +$538 | +11 | New |
|