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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
501
DiNuzzo Private Wealth
Pennsylvania
$1.46K -$67 -1 -5%
BIA
502
Bell Investment Advisors
California
$1.46K – – –
Ameritas Advisory Services
503
Ameritas Advisory Services
Nebraska
$1.46K +$1.41K +21 New
TFM
504
TFC Financial Management
Massachusetts
$1.39K – – –
RIL
505
Rothschild Investment LLC
Illinois
$1.39K +$1.34K +20 New
Bogart Wealth LLC
506
Bogart Wealth LLC
Virginia
$1.32K – – –
RWM
507
Raffa Wealth Management
District of Columbia
$1.32K – – –
PTC
508
Private Trust Company
Ohio
$1.25K -$11.9K -177 -91%
CH
509
Cromwell Holdings
Wyoming
$1.25K +$1.21K +18 New
CPG
510
Cornerstone Planning Group
New Jersey
$1.16K -$740 -11 -41%
CFO
511
CVA Family Office
Colorado
$1.11K +$1.08K +16 New
KG
512
Kilter Group
New York
$1.04K +$1.01K +15 New
AW
513
Avion Wealth
Texas
$1K +$538 +8 +100%
RWM
514
Rialto Wealth Management
New York
$833 +$807 +12 New
Huntington National Bank
515
Huntington National Bank
Ohio
$832 -$269 -4 -25%
PWA
516
Principia Wealth Advisory
Texas
$832 +$538 +8 +200%
SIC
517
SJS Investment Consulting
Ohio
$694 -$605 -9 -47%
BGWM
518
Bridge Generations Wealth Management
Florida
$694 – – –
Larson Financial Group
519
Larson Financial Group
Missouri
$555 -$538 -8 -50%
PWM
520
Parkworth Wealth Management
California
$555 +$269 +4 +100%
QWM
521
Quaker Wealth Management
New Jersey
$555 +$538 +8 New
HFS
522
Hughes Financial Services
Virginia
$505 -$942 -14 -67%
ACA
523
American Capital Advisory
Idaho
$417 +$404 +6 New
HIA
524
HFM Investment Advisors
New Jersey
$416 +$202 +3 +100%
BHWM
525
Bay Harbor Wealth Management
Maryland
$346 +$202 +3 +150%