We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
426
Smartleaf Asset Management
Massachusetts
$58.6K +$2.69K +40 +5%
GWM
427
Geneos Wealth Management
Colorado
$57K
GG
428
Gleason Group
Kentucky
$55.4K +$202 +3 +0.4%
CI
429
CX Institutional
Indiana
$54K
OWA
430
Opal Wealth Advisors
New York
$53.7K -$21.1K -314 -29%
BIG
431
Brooklyn Investment Group
New York
$50.8K +$8.81K +131 +22%
CTC
432
Central Trust Company
Missouri
$50.6K
UB
433
UMB Bank
Missouri
$47.8K -$21.5K -319 -32%
SS
434
Sunbelt Securities
Texas
$47.7K -$202 -3 -0.4%
SC
435
Steph & Co
Wisconsin
$45.9K +$44.5K +662 New
HC
436
Hoese & Co
Minnesota
$45.8K +$32.3K +480 +267%
TCOV
437
Trust Company of Vermont
Vermont
$45.1K
EP
438
Essential Partners
California
$38.9K +$37.7K +561 New
WB
439
Webster Bank
Connecticut
$35.6K +$1.34K +20 +4%
NC
440
NewSquare Capital
Pennsylvania
$34.3K +$33.3K +495 New
National Bank of Canada
441
National Bank of Canada
Quebec, Canada
$34.3K -$44.9K -668 -57%
BGA
442
Battery Global Advisors
Massachusetts
$33.1K
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K
HFS
444
Hantz Financial Services
Michigan
$29K +$27.5K +409 +5,113%
HI
445
Harbour Investments
Wisconsin
$27.8K -$2.62K -39 -9%
ADL
446
Asset Dedication LLC
California
$26.1K
PK
447
Pflug Koory
Nebraska
$25K
CA
448
Clearstead Advisors
Ohio
$21.6K +$12.9K +192 +161%
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$20.4K +$3.36K +50 +20%
FHA
450
First Horizon Advisors
Tennessee
$20.2K +$2.02K +30 +11%