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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$2.15K +$2.36K +32 New
T
502
Transce3nd
Texas
$2.15K +$2.36K +32 New
SS
503
SBI Securities
Japan
$2.02K +$2.21K +30 New
VWA
504
Valued Wealth Advisors
Utah
$1.89K +$443 +6 +27%
BBHC
505
Brown Brothers Harriman & Co
New York
$1.75K
BCMLT
506
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.49K -$4.65K -63 -74%
DPW
507
DiNuzzo Private Wealth
Pennsylvania
$1.48K
FP
508
Financial Perspectives
Minnesota
$1.48K
BIA
509
Bell Investment Advisors
California
$1.42K
CA
510
Clearstead Advisors
Ohio
$1.35K -$6.64K -90 -82%
TFA
511
Toth Financial Advisory
Virginia
$1.35K
SIC
512
SJS Investment Consulting
Ohio
$1.28K -$811 -11 -37%
RWM
513
Raffa Wealth Management
District of Columbia
$1.28K
AWM
514
Avior Wealth Management
Nebraska
$1.21K +$590 +8 +80%
HI
515
Horizon Investments
North Carolina
$1.08K
KFGG
516
Keystone Financial Group (Georgia)
Georgia
$1.01K +$1.11K +15 New
MCM
517
MAI Capital Management
Ohio
$943 +$1.03K +14 New
OSNBOA
518
Old Second National Bank of Aurora
Illinois
$943 +$1.03K +14 New
CSWM
519
Cassady Schiller Wealth Management
Ohio
$876 +$959 +13 New
LIM
520
Longfellow Investment Management
Massachusetts
$674
WA
521
WPG Advisers
Maryland
$674 +$738 +10 New
BGAI
522
Bruce G. Allen Investments
Colorado
$606
MAS
523
MPWM Advisory Solutions
Georgia
$539 +$590 +8 New
S
524
Sachetta
Massachusetts
$472
GFPC
525
Global Financial Private Client
Florida
$337 +$369 +5 New