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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
HM Payson & Co
451
HM Payson & Co
Maine
$12.9K -$28.5K -412 -68%
HC
452
Hoese & Co
Minnesota
$12.1K – – –
Mather Group
453
Mather Group
Illinois
$11.6K -$1.59K -23 -12%
RA
454
Rise Advisors
New York
$11.1K -$8.37K -121 -42%
JWA
455
JFS Wealth Advisors
Pennsylvania
$10.1K +$138 +2 +1%
WTFG
456
Wood Tarver Financial Group
Idaho
$9.39K -$33.7K -487 -78%
GWSG
457
GPS Wealth Strategies Group
Colorado
$9.39K – – –
HWM
458
Hemington Wealth Management
Virginia
$9K +$3.11K +45 +49%
Mitsubishi UFJ Asset Management
459
Mitsubishi UFJ Asset Management
Japan
$8.05K – – –
Clearstead Advisors
460
Clearstead Advisors
Ohio
$7.99K +$6.85K +99 +495%
MC
461
Montag & Caldwell
Georgia
$7.58K – – –
JFA
462
JNBA Financial Advisors
Minnesota
$7.51K – – –
Allworth Financial
463
Allworth Financial
California
$7.31K +$5.05K +73 +192%
LI
464
LRI Investments
Florida
$6.77K – – –
PB
465
Pinnacle Bancorp
Nebraska
$6.44K +$1.11K +16 +20%
ATC
466
Adirondack Trust Company
New York
$6.1K – – –
PWMG
467
Private Wealth Management Group
New Jersey
$6.04K -$1.87K -27 -23%
MSWM
468
Mowery & Schoenfeld Wealth Management
Illinois
$6.04K – – –
CFD
469
Creative Financial Designs
Indiana
$5.7K – – –
Farmers & Merchants Investments Inc
470
Farmers & Merchants Investments Inc
Nebraska
$5.63K +$2.63K +38 +83%
RJA
471
Ross\Johnson & Associates
Minnesota
$5.36K – – –
HIW
472
Holos Integrated Wealth
Pennsylvania
$5.23K – – –
Optiver Holding
473
Optiver Holding
Netherlands
$5.1K +$5.26K +76 New
QC
474
Quent Capital
New York
$4.99K – – –
TWD
475
True Wealth Design
Ohio
$4.83K -$2.21K -32 -31%