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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
451
SJS Investment Consulting
Ohio
$1.96K – – –
AFWM
452
Abich Financial Wealth Management
Virginia
$1.96K +$1.83K +30 New
WPA
453
West Paces Advisors
Georgia
$1.57K +$1.46K +24 New
Clearstead Advisors
454
Clearstead Advisors
Ohio
$1.44K -$4.33K -71 -76%
FP
455
Financial Perspectives
Minnesota
$1.44K – – –
BIA
456
Bell Investment Advisors
California
$1.37K – – –
GWS
457
Glassman Wealth Services
Virginia
$1.37K – – –
TFM
458
TFC Financial Management
Massachusetts
$1.31K – – –
RWM
459
Raffa Wealth Management
District of Columbia
$1.24K – – –
DPW
460
DiNuzzo Private Wealth
Pennsylvania
$1.24K +$1.16K +19 New
AT
461
Arlington Trust
Alabama
$1.18K +$1.1K +18 New
AW
462
Avion Wealth
Texas
$1K – – –
LIM
463
Longfellow Investment Management
Massachusetts
$654 – – –
BGAI
464
Bruce G. Allen Investments
Colorado
$588 +$548 +9 New
AGWCA
465
Annis Gardner Whiting Capital Advisors
Florida
$523 – – –
IFAM
466
Institutional & Family Asset Management
Colorado
$392 +$366 +6 New
AssetMark Inc
467
AssetMark Inc
California
$327 +$305 +5 New
BOK Financial
468
BOK Financial
Oklahoma
$261 -$5.12K -84 -95%
TWP
469
TFO Wealth Partners
Ohio
$261 – – –
PA
470
PSI Advisors
Florida
$131 – – –
GCP
471
GSA Capital Partners
United Kingdom
– -$2.17M -36,324 Closed
OQS
472
Occudo Quantitative Strategies
Florida
– -$1.62M -27,223 Closed
HRT Financial
473
HRT Financial
New York
– -$1.6M -26,925 Closed
Harel Insurance Investments & Financial Services
474
Harel Insurance Investments & Financial Services
Israel
– -$1.09M -18,250 Closed
Amundi
475
Amundi
France
– -$882K -14,578 Closed