We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
SJS Investment Consulting
Ohio
$1.71K +$916 +16 +123%
OIA
402
Optimum Investment Advisors
Illinois
$1.65K – – –
DI
403
Disciplined Investments
Oklahoma
$1.41K – – –
FP
404
Financial Perspectives
Minnesota
$1.29K – – –
SWA
405
Sutton Wealth Advisors
Florida
$1.29K – – –
CFD
406
Creative Financial Designs
Indiana
$1.24K – – –
TFM
407
TFC Financial Management
Massachusetts
$1.18K – – –
RWM
408
Raffa Wealth Management
District of Columbia
$1.12K – – –
CWP
409
Concord Wealth Partners
Virginia
$1K +$974 +17 New
ACM
410
AUA Capital Management
Pennsylvania
$765 -$1.37K -24 -65%
LIM
411
Longfellow Investment Management
Massachusetts
$589 +$286 +5 +100%
GWS
412
Glassman Wealth Services
Virginia
$471 +$344 +6 +300%
TCI Wealth Advisors
413
TCI Wealth Advisors
Arizona
$412 – – –
TWP
414
TFO Wealth Partners
Ohio
$246 +$57 +1 New
Farther Finance Advisors
415
Farther Finance Advisors
California
$235 +$229 +4 New
PA
416
PSI Advisors
Florida
$118 – – –
DePrince Race & Zollo Inc (DRZ)
417
DePrince Race & Zollo Inc (DRZ)
Florida
– -$31.1M -635,538 Closed
ExodusPoint Capital Management
418
ExodusPoint Capital Management
New York
– -$4.81M -98,155 Closed
Holocene Advisors
419
Holocene Advisors
New York
– -$2.47M -50,319 Closed
Wealth Enhancement Advisory Services
420
Wealth Enhancement Advisory Services
Minnesota
– -$2.48M -48,946 Closed
Walleye Capital
421
Walleye Capital
New York
– -$1.43M -29,226 Closed
Assenagon Asset Management
422
Assenagon Asset Management
Luxembourg
– -$1.05M -21,455 Closed
ACM
423
AlphaCrest Capital Management
New York
– -$885K -18,062 Closed
AAM
424
Azzad Asset Management
Virginia
– -$776K -16,683 Closed
Skandinaviska Enskilda Banken (SEB)
425
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$740K -15,100 Closed