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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
MassMutual Private Wealth & Trust
401
MassMutual Private Wealth & Trust
Connecticut
$3K -$1.07K -18 -26%
First Manhattan
402
First Manhattan
New York
$3K – – –
MCM
403
Manchester Capital Management
Vermont
$3K – – –
VCM
404
Vigilant Capital Management
Maine
$3K – – –
Confluence Wealth Services
405
Confluence Wealth Services
Pennsylvania
$3K +$3.73K +63 New
VCM
406
Versant Capital Management
Arizona
$2K – – –
CWC
407
Carolinas Wealth Consulting
North Carolina
$2K +$296 +5 +24%
JWA
408
JFS Wealth Advisors
Pennsylvania
$2K +$1.6K +27 New
PWMG
409
Prestige Wealth Management Group
New Jersey
$2K +$2.01K +34 +567%
MSFP
410
Mark Sheptoff Financial Planning
Connecticut
$2K +$2.25K +38 New
FP
411
Financial Perspectives
Minnesota
$1.3K – – –
RWM
412
Raffa Wealth Management
District of Columbia
$1.13K – – –
CFD
413
Creative Financial Designs
Indiana
$1K – – –
LIM
414
Longfellow Investment Management
Massachusetts
$1K – – –
NFG
415
Next Financial Group
Texas
$1K – – –
TFM
416
TFC Financial Management
Massachusetts
$1K – – –
UFF
417
USA Financial Formulas
Michigan
$1K – – –
GWS
418
Glassman Wealth Services
Virginia
$1K +$770 +13 +650%
SC
419
Schubert & Co
Texas
$1K +$888 +15 New
AFG
420
Albion Financial Group
Utah
$1K +$1.07K +18 New
FAG
421
Fortitude Advisory Group
Washington
$1K +$1.3K +22 New
ACM
422
AUA Capital Management
Pennsylvania
$1K +$1.36K +23 New
SWA
423
Sutton Wealth Advisors
Florida
$830 +$829 +14 New
TD Private Client Wealth
424
TD Private Client Wealth
New York
$415 – – –
ACM
425
Atlanta Capital Management
Georgia
– -$134M -2,326,610 Closed