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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
501
GPS Wealth Strategies Group
Colorado
$11.5K – – –
Mitsubishi UFJ Asset Management
502
Mitsubishi UFJ Asset Management
Japan
$9.82K – – –
JFA
503
JNBA Financial Advisors
Minnesota
$9.17K – – –
CT
504
Clearstead Trust
Maine
$9K – – –
JWA
505
JFS Wealth Advisors
Pennsylvania
$8.6K -$2.19K -29 -22%
Farmers & Merchants Investments Inc
506
Farmers & Merchants Investments Inc
Nebraska
$8.27K +$452 +6 +6%
ATC
507
Adirondack Trust Company
New York
$7.45K – – –
MSWM
508
Mowery & Schoenfeld Wealth Management
Illinois
$7.37K – – –
IWM
509
IMG Wealth Management
Florida
$6.96K – – –
AssetMark Inc
510
AssetMark Inc
California
$6.73K +$1.36K +18 +28%
RJA
511
Ross\Johnson & Associates
Minnesota
$6.55K – – –
HIW
512
Holos Integrated Wealth
Pennsylvania
$6.23K – – –
Global Retirement Partners
513
Global Retirement Partners
California
$5.97K – – –
Ancora Advisors
514
Ancora Advisors
Ohio
$5.89K – – –
PB
515
Pinnacle Bancorp
Nebraska
$5.4K – – –
CAL
516
Capital Advisors Ltd
Ohio
$5K – – –
TFA
517
Transamerica Financial Advisors
Florida
$4.99K +$4.6K +61 New
CMA
518
Cedar Mountain Advisors
Oregon
$4.75K +$4.37K +58 New
MAI Capital Management
519
MAI Capital Management
Ohio
$4.6K -$4.6K -61 -52%
Brown Brothers Harriman & Co
520
Brown Brothers Harriman & Co
New York
$4.5K +$4.15K +55 New
CWP
521
Concord Wealth Partners
Virginia
$4.26K – – –
GBT
522
Grove Bank & Trust
Florida
$4.09K +$980 +13 +35%
PWA
523
Physician Wealth Advisors
Utah
$4.01K +$980 +13 +36%
Larson Financial Group
524
Larson Financial Group
Missouri
$3.44K +$2.56K +34 +425%
RIL
525
Rothschild Investment LLC
Illinois
$3.27K +$1.51K +20 +100%