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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
Whipplewood Advisors
Colorado
$2.29K +$2.51K +34 New
Spire Wealth Management
502
Spire Wealth Management
Virginia
$2.15K +$2.36K +32 New
T
503
Transce3nd
Texas
$2.15K +$2.36K +32 New
SBI Securities
504
SBI Securities
Japan
$2.02K +$2.21K +30 New
VWA
505
Valued Wealth Advisors
Utah
$1.89K +$443 +6 +27%
Brown Brothers Harriman & Co
506
Brown Brothers Harriman & Co
New York
$1.75K – – –
BCMLT
507
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.49K -$4.65K -63 -74%
DPW
508
DiNuzzo Private Wealth
Pennsylvania
$1.48K – – –
FP
509
Financial Perspectives
Minnesota
$1.48K – – –
BIA
510
Bell Investment Advisors
California
$1.42K – – –
Clearstead Advisors
511
Clearstead Advisors
Ohio
$1.35K -$6.64K -90 -82%
TFA
512
Toth Financial Advisory
Virginia
$1.35K – – –
SIC
513
SJS Investment Consulting
Ohio
$1.28K -$811 -11 -37%
RWM
514
Raffa Wealth Management
District of Columbia
$1.28K – – –
Avior Wealth Management
515
Avior Wealth Management
Nebraska
$1.21K +$590 +8 +80%
Horizon Investments
516
Horizon Investments
North Carolina
$1.08K – – –
KFGG
517
Keystone Financial Group (Georgia)
Georgia
$1.01K +$1.11K +15 New
MAI Capital Management
518
MAI Capital Management
Ohio
$943 +$1.03K +14 New
OSNBOA
519
Old Second National Bank of Aurora
Illinois
$943 +$1.03K +14 New
CSWM
520
Cassady Schiller Wealth Management
Ohio
$876 +$959 +13 New
LIM
521
Longfellow Investment Management
Massachusetts
$674 – – –
WA
522
WPG Advisers
Maryland
$674 +$738 +10 New
BGAI
523
Bruce G. Allen Investments
Colorado
$606 – – –
MAS
524
MPWM Advisory Solutions
Georgia
$539 +$590 +8 New
S
525
Sachetta
Massachusetts
$472 – – –