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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFP Advisors
Florida
$105K -$51.4K -597 -34%
BONH
502
Bank of New Hampshire
New Hampshire
$103K -$2.24K -26 -2%
WSFS
503
Wilmington Savings Fund Society
Delaware
$101K +$96.8K +1,125 New
PCFFS
504
Pacific Center for Financial Services
California
$89.8K
ERSOT
505
Employees Retirement System of Texas
Texas
$87K
S
506
Sachetta
Massachusetts
$85.5K +$16.2K +188 +25%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$83.2K -$92.9K -1,080 -54%
SMBT
508
Southern Michigan Bank & Trust
Michigan
$74.5K
GG
509
Gleason Group
Kentucky
$72.8K +$258 +3 +0.4%
GWM
510
Geneos Wealth Management
Colorado
$71.8K
UFF
511
USA Financial Formulas
Michigan
$69.9K +$5.16K +60 +8%
GWP
512
Gen-Wealth Partners
Michigan
$67K -$52K -605 -45%
BC
513
Bayforest Capital
United Kingdom
$60.7K +$58.1K +676 New
HC
514
Hoese & Co
Minnesota
$59.2K
LFG
515
Larson Financial Group
Missouri
$57.5K +$44.5K +517 +420%
LSA
516
Leonteq Securities AG
Switzerland
$56.6K +$20.6K +240 +62%
C
517
Covestor
United Kingdom
$54K -$860 -10 -2%
BWM
518
Bullock Wealth Management
Indiana
$48.4K +$47.1K +547 New
SFG
519
Strive Financial Group
Indiana
$45.3K -$403K -4,690 -90%
HI
520
Harbour Investments
Wisconsin
$44.6K -$3.27K -38 -7%
SIC
521
SJS Investment Consulting
Ohio
$43.4K +$8.17K +95 +24%
EP
522
Essential Partners
California
$43K -$9.98K -116 -19%
BGA
523
Battery Global Advisors
Massachusetts
$42.9K
RDFA
524
Ritter Daniher Financial Advisory
Ohio
$42.9K +$86 +1 +0.2%
WB
525
Webster Bank
Connecticut
$42K