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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Bogart Wealth LLC
501
Bogart Wealth LLC
Virginia
$1.27K +$1.31K +19 New
Huntington National Bank
502
Huntington National Bank
Ohio
$1.07K -$9.34K -135 -89%
Larson Financial Group
503
Larson Financial Group
Missouri
$1.07K -$1.87K -27 -63%
GFPC
504
Global Financial Private Client
Florida
$1.07K +$761 +11 +220%
Hantz Financial Services
505
Hantz Financial Services
Michigan
$1K +$553 +8 New
KFGG
506
Keystone Financial Group (Georgia)
Georgia
$990 – – –
MAI Capital Management
507
MAI Capital Management
Ohio
$939 – – –
BFS
508
Bare Financial Services
Pennsylvania
$872 +$899 +13 New
LIM
509
Longfellow Investment Management
Massachusetts
$671 – – –
BGWM
510
Bridge Generations Wealth Management
Florida
$671 +$692 +10 New
BGAI
511
Bruce G. Allen Investments
Colorado
$604 – – –
MAS
512
MPWM Advisory Solutions
Georgia
$536 – – –
S
513
Sachetta
Massachusetts
$470 – – –
PWM
514
Parkworth Wealth Management
California
$268 – – –
PWA
515
Principia Wealth Advisory
Texas
$256 +$277 +4 New
HIA
516
HFM Investment Advisors
New Jersey
$202 +$208 +3 New
CoreCap Advisors
517
CoreCap Advisors
Michigan
$201 +$208 +3 New
FMP
518
Financial Management Professionals
Texas
$201 +$208 +3 New
PA
519
PSI Advisors
Florida
$134 – – –
BHWM
520
Bay Harbor Wealth Management
Maryland
$134 +$138 +2 New
Weiss Asset Management
521
Weiss Asset Management
Massachusetts
– -$12.3M -182,346 Closed
Hawk Ridge Capital Management
522
Hawk Ridge Capital Management
California
– -$11.2M -166,200 Closed
Algert Global
523
Algert Global
California
– -$9.97M -148,043 Closed
Acadian Asset Management
524
Acadian Asset Management
Massachusetts
– -$9.88M -146,815 Closed
Assenagon Asset Management
525
Assenagon Asset Management
Luxembourg
– -$9.84M -146,086 Closed