We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
476
Mowery & Schoenfeld Wealth Management
Illinois
$6.24K – – –
IWM
477
IMG Wealth Management
Florida
$5.89K +$5.72K +85 New
HIW
478
Holos Integrated Wealth
Pennsylvania
$5.63K – – –
RJA
479
Ross\Johnson & Associates
Minnesota
$5.55K – – –
Global Retirement Partners
480
Global Retirement Partners
California
$5.06K +$4.91K +73 New
Ancora Advisors
481
Ancora Advisors
Ohio
$4.99K +$4.84K +72 New
BFS
482
Bare Financial Services
Pennsylvania
$4.72K +$3.7K +55 +423%
PB
483
Pinnacle Bancorp
Nebraska
$4.58K -$2.02K -30 -31%
AssetMark Inc
484
AssetMark Inc
California
$4.45K +$1.48K +22 +52%
Altshuler Shaham
485
Altshuler Shaham
Israel
$4.09K +$202 +3 +5%
CAL
486
Capital Advisors Ltd
Ohio
$4K +$538 +8 +17%
CWP
487
Concord Wealth Partners
Virginia
$3.61K +$605 +9 +21%
Capital Analysts LLC
488
Capital Analysts LLC
Pennsylvania
$3K – – –
FFO
489
Fortitude Family Office
Arizona
$2.84K +$2.76K +41 New
GBT
490
Grove Bank & Trust
Florida
$2.57K – – –
PWA
491
Physician Wealth Advisors
Utah
$2.5K +$2.42K +36 New
WA
492
Whipplewood Advisors
Colorado
$2.36K -$1.82K -27 -44%
FGA
493
Fortis Group Advisors
New Jersey
$2.36K – – –
SBI Securities
494
SBI Securities
Japan
$2.29K +$269 +4 +14%
T
495
Transce3nd
Texas
$2.22K – – –
BGAI
496
Bruce G. Allen Investments
Colorado
$2.08K +$1.41K +21 +233%
VWA
497
Valued Wealth Advisors
Utah
$1.96K – – –
SouthState Corp
498
SouthState Corp
Florida
$1.73K -$202 -3 -11%
BCMLT
499
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K – – –
FP
500
Financial Perspectives
Minnesota
$1.53K – – –