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Donaldson
DCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
501
Bell Investment Advisors
California
$1.46K – – –
AAS
502
Ameritas Advisory Services
Nebraska
$1.46K +$1.41K +21 New
TFM
503
TFC Financial Management
Massachusetts
$1.39K – – –
RIL
504
Rothschild Investment LLC
Illinois
$1.39K +$1.34K +20 New
BWL
505
Bogart Wealth LLC
Virginia
$1.32K – – –
RWM
506
Raffa Wealth Management
District of Columbia
$1.32K – – –
PTC
507
Private Trust Company
Ohio
$1.25K -$11.9K -177 -91%
CH
508
Cromwell Holdings
Wyoming
$1.25K +$1.21K +18 New
CPG
509
Cornerstone Planning Group
New Jersey
$1.16K -$740 -11 -41%
CFO
510
CVA Family Office
Colorado
$1.11K +$1.08K +16 New
KG
511
Kilter Group
New York
$1.04K +$1.01K +15 New
AW
512
Avion Wealth
Texas
$1K +$538 +8 +100%
RWM
513
Rialto Wealth Management
New York
$833 +$807 +12 New
HNB
514
Huntington National Bank
Ohio
$832 -$269 -4 -25%
PWA
515
Principia Wealth Advisory
Texas
$832 +$538 +8 +200%
SIC
516
SJS Investment Consulting
Ohio
$694 -$605 -9 -47%
BGWM
517
Bridge Generations Wealth Management
Florida
$694 – – –
LFG
518
Larson Financial Group
Missouri
$555 -$538 -8 -50%
PWM
519
Parkworth Wealth Management
California
$555 +$269 +4 +100%
QWM
520
Quaker Wealth Management
New Jersey
$555 +$538 +8 New
HFS
521
Hughes Financial Services
Virginia
$505 -$942 -14 -67%
ACA
522
American Capital Advisory
Idaho
$417 +$404 +6 New
HIA
523
HFM Investment Advisors
New Jersey
$416 +$202 +3 +100%
BHWM
524
Bay Harbor Wealth Management
Maryland
$346 +$202 +3 +150%
TIM
525
Tortoise Investment Management
New York
$277 +$269 +4 New
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