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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
501
Institute for Wealth Management
Colorado
$120K +$115K +1,333 New
Atlantic Union Bankshares
502
Atlantic Union Bankshares
Virginia
$117K +$105K +1,215 +1,350%
IFP Advisors
503
IFP Advisors
Florida
$105K -$51.4K -597 -34%
BONH
504
Bank of New Hampshire
New Hampshire
$103K -$2.24K -26 -2%
Wilmington Savings Fund Society
505
Wilmington Savings Fund Society
Delaware
$101K +$96.8K +1,125 New
PCFFS
506
Pacific Center for Financial Services
California
$89.8K – – –
Employees Retirement System of Texas
507
Employees Retirement System of Texas
Texas
$87K – – –
S
508
Sachetta
Massachusetts
$85.5K +$16.2K +188 +25%
Northwestern Mutual Wealth Management
509
Northwestern Mutual Wealth Management
Wisconsin
$83.2K -$92.9K -1,080 -54%
SMBT
510
Southern Michigan Bank & Trust
Michigan
$74.5K – – –
GG
511
Gleason Group
Kentucky
$72.8K +$258 +3 +0.4%
Geneos Wealth Management
512
Geneos Wealth Management
Colorado
$71.8K – – –
UFF
513
USA Financial Formulas
Michigan
$69.9K +$5.16K +60 +8%
GWP
514
Gen-Wealth Partners
Michigan
$67K -$52K -605 -45%
BC
515
Bayforest Capital
United Kingdom
$60.7K +$58.1K +676 New
HC
516
Hoese & Co
Minnesota
$59.2K – – –
Larson Financial Group
517
Larson Financial Group
Missouri
$57.5K +$44.5K +517 +420%
Leonteq Securities AG
518
Leonteq Securities AG
Switzerland
$56.6K +$20.6K +240 +62%
C
519
Covestor
United Kingdom
$54K -$860 -10 -2%
BWM
520
Bullock Wealth Management
Indiana
$48.4K +$172 +2 +0.4%
SFG
521
Strive Financial Group
Indiana
$45.3K -$403K -4,690 -90%
Harbour Investments
522
Harbour Investments
Wisconsin
$44.6K -$3.27K -38 -7%
SIC
523
SJS Investment Consulting
Ohio
$43.4K +$8.17K +95 +24%
EP
524
Essential Partners
California
$43K -$9.98K -116 -19%
BGA
525
Battery Global Advisors
Massachusetts
$42.9K – – –