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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
376
Callan Family Office
Pennsylvania
$242K +$264K +3,586 New
SFS
377
Stiles Financial Services
Minnesota
$239K +$738 +10 +0.3%
IP
378
Intellectus Partners
California
$236K +$258K +3,499 New
LFP
379
Leeward Financial Partners
Washington
$235K
MKC
380
M. Kraus & Co
Vermont
$232K -$516 -7 -0.2%
BC
381
Bridgefront Capital
Texas
$232K -$255K -3,453 -50%
DWM
382
Diversify Wealth Management
Utah
$230K -$9K -122 -3%
QPW
383
Quantum Private Wealth
Florida
$229K -$8.63K -117 -3%
WTC
384
WhitTier Trust Company
Nevada
$224K
Bessemer Group
385
Bessemer Group
New Jersey
$217K -$64.7K -877 -21%
AWE
386
Avidian Wealth Enterprises
Texas
$216K
OPW
387
Osprey Private Wealth
New York
$216K
PIM
388
Penobscot Investment Management
Massachusetts
$216K
EFS
389
Essex Financial Services
Connecticut
$215K +$8.78K +119 +4%
PWM
390
Perigon Wealth Management
California
$213K -$4.5K -61 -2%
IFU
391
iSAM Funds (UK)
United Kingdom
$211K -$840K -11,391 -78%
Cambridge Investment Research Advisors
392
Cambridge Investment Research Advisors
Iowa
$210K +$8.04K +109 +4%
LFA
393
Legend Financial Advisors
Pennsylvania
$208K +$228K +3,092 New
NIM
394
Northeast Investment Management
Massachusetts
$207K -$4.79K -65 -2%
OIA
395
OneDigital Investment Advisors
Kansas
$203K +$2.29K +31 +1%
HTHT
396
Hemenway Trust Hemenway Trust
New Hampshire
$202K
IWC
397
Integrated Wealth Concepts
Massachusetts
$201K +$220K +2,985 New
LAM
398
Longboard Asset Management
Arizona
$201K +$220K +2,980 New
SI
399
Stephens Inc
Arkansas
$200K
IA
400
IFP Advisors
Florida
$185K +$98.4K +1,334 +95%