We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
GC
426
Guggenheim Capital
Illinois
$217K +$200K +2,647 New
VBFP
427
Valtinson Bruner Financial Planning
Minnesota
$212K +$195K +2,589 New
EWM
428
Empirical Wealth Management
Washington
$210K +$193K +2,562 New
MCCA
429
Mill Creek Capital Advisors
Pennsylvania
$209K +$193K +2,556 New
QWM
430
Quadcap Wealth Management
Texas
$208K +$191K +2,539 New
ECM
431
Everence Capital Management
Indiana
$203K +$187K +2,480 New
LC
432
LCNB Corp
Ohio
$203K +$187K +2,475 New
CCA
433
Checchi Capital Advisers
California
$202K +$186K +2,473 New
AWE
434
Avidian Wealth Enterprises
Texas
$201K +$185K +2,452 New
AIM
435
Advyzon Investment Management
Illinois
$200K +$184K +2,445 New
Rockefeller Capital Management
436
Rockefeller Capital Management
New York
$198K +$182K +2,418 New
CAM
437
Creekmur Asset Management
Illinois
$196K -$113K -1,504 -39%
FDP
438
Financiere des Professionnels
Quebec, Canada
$195K
PS
439
Principal Securities
Iowa
$188K +$302 +4 +0.2%
WT
440
Whittier Trust
California
$167K
EWA
441
EverSource Wealth Advisors
Alabama
$167K +$679 +9 +0.4%
Bessemer Group
442
Bessemer Group
New Jersey
$163K +$7.92K +105 +6%
VI
443
Vestcor Inc
New Brunswick, Canada
$162K
PFBT
444
Parkside Financial Bank & Trust
Missouri
$161K +$679 +9 +0.5%
SAM
445
Shell Asset Management
Netherlands
$151K -$167K -2,211 -55%
SAM
446
Smartleaf Asset Management
Massachusetts
$149K +$74.6K +989 +117%
QL
447
Quarry LP
New York
$137K +$23.9K +317 +23%
BSB
448
Bangor Savings Bank
Maine
$135K
Walleye Capital
449
Walleye Capital
New York
$130K +$120K +1,588 New
Acadian Asset Management
450
Acadian Asset Management
Massachusetts
$122K +$112K +1,492 New