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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
LI
476
LRI Investments
Florida
$6.8K – – –
PTC
477
Private Trust Company
Ohio
$6.4K +$1.62K +22 +30%
ATC
478
Adirondack Trust Company
New York
$6.13K – – –
MSWM
479
Mowery & Schoenfeld Wealth Management
Illinois
$6.06K – – –
HWM
480
Hemington Wealth Management
Virginia
$6K +$516 +7 +8%
CFD
481
Creative Financial Designs
Indiana
$5.72K – – –
PB
482
Pinnacle Bancorp
Nebraska
$5.39K +$5.9K +80 New
RJA
483
Ross\Johnson & Associates
Minnesota
$5.39K +$5.9K +80 New
HIW
484
Holos Integrated Wealth
Pennsylvania
$5.25K +$5.75K +78 New
QC
485
Quent Capital
New York
$5.01K – – –
LFA
486
LGT Financial Advisors
Texas
$4.92K – – –
SWM
487
Sugarloaf Wealth Management
Georgia
$4.58K – – –
WWP
488
WR Wealth Planners
Missouri
$3.97K +$4.35K +59 New
Altshuler Shaham
489
Altshuler Shaham
Israel
$3.84K +$295 +4 +8%
AssetMark Inc
490
AssetMark Inc
California
$3.5K +$148 +2 +4%
Farmers & Merchants Investments Inc
491
Farmers & Merchants Investments Inc
Nebraska
$3.1K -$221 -3 -6%
CAL
492
Capital Advisors Ltd
Ohio
$3K – – –
Capital Analysts LLC
493
Capital Analysts LLC
Pennsylvania
$3K +$74 +1 +3%
CWP
494
Concord Wealth Partners
Virginia
$2.9K – – –
Larson Financial Group
495
Larson Financial Group
Missouri
$2.9K +$1.48K +20 +87%
Allworth Financial
496
Allworth Financial
California
$2.72K -$1.03K -14 -27%
CAS
497
Coppell Advisory Solutions
Texas
$2.62K +$2.88K +39 New
GBT
498
Grove Bank & Trust
Florida
$2.49K +$2.73K +37 New
HCP
499
Hexagon Capital Partners
Arkansas
$2.36K -$1.48K -20 -36%
FGA
500
Fortis Group Advisors
New Jersey
$2.29K – – –