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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
S
476
Sachetta
Massachusetts
$3.53K – – –
AGWCA
477
Annis Gardner Whiting Capital Advisors
Florida
$3.36K +$2.52K +37 +463%
CWP
478
Concord Wealth Partners
Virginia
$3.21K +$2.92K +43 New
Capital Analysts LLC
479
Capital Analysts LLC
Pennsylvania
$3K – – –
VCM
480
Versant Capital Management
Arizona
$2.69K – – –
AFWM
481
Abich Financial Wealth Management
Virginia
$2.61K +$340 +5 +17%
UMB Bank
482
UMB Bank
Missouri
$2.61K +$2.38K +35 New
FGA
483
Fortis Group Advisors
New Jersey
$2.54K -$2.31K -34 -50%
SIC
484
SJS Investment Consulting
Ohio
$2.24K – – –
HCP
485
Hexagon Capital Partners
Arkansas
$2.24K +$2.04K +30 New
FP
486
Financial Perspectives
Minnesota
$1.64K – – –
BCMLT
487
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.64K +$1.5K +22 New
Clearstead Advisors
488
Clearstead Advisors
Ohio
$1.64K – – –
BIA
489
Bell Investment Advisors
California
$1.57K – – –
TFM
490
TFC Financial Management
Massachusetts
$1.5K – – –
GJWM
491
Gilliland Jeter Wealth Management
Arkansas
$1.49K +$1.36K +20 New
TFA
492
Toth Financial Advisory
Virginia
$1.49K +$1.36K +20 New
VWA
493
Valued Wealth Advisors
Utah
$1.49K +$1.36K +20 New
DPW
494
DiNuzzo Private Wealth
Pennsylvania
$1.42K – – –
RWM
495
Raffa Wealth Management
District of Columbia
$1.42K – – –
Horizon Investments
496
Horizon Investments
North Carolina
$1.2K +$1.09K +16 New
IFAM
497
Institutional & Family Asset Management
Colorado
$1.12K +$612 +9 +150%
AW
498
Avion Wealth
Texas
$1K – – –
Spire Wealth Management
499
Spire Wealth Management
Virginia
$930 +$816 +12 New
LIM
500
Longfellow Investment Management
Massachusetts
$747 – – –