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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
C
501
Covestor
United Kingdom
$52K -$49.6K -514 -46%
EP
502
Essential Partners
California
$50.5K – – –
BWM
503
Bullock Wealth Management
Indiana
$46.9K +$193 +2 +0.4%
SC
504
Steph & Co
Wisconsin
$46.7K -$38K -394 -42%
Harbour Investments
505
Harbour Investments
Wisconsin
$45.4K +$20.4K +211 +65%
National Bank of Canada
506
National Bank of Canada
Quebec, Canada
$43.1K +$5.99K +62 +14%
OWA
507
Opal Wealth Advisors
New York
$42.6K +$48.4K +501 New
Los Angeles Capital Management
508
Los Angeles Capital Management
California
$42.5K -$302K -3,124 -86%
BGA
509
Battery Global Advisors
Massachusetts
$40.6K -$48.3K -500 -51%
RDFA
510
Ritter Daniher Financial Advisory
Ohio
$40.4K +$193 +2 +0.4%
WB
511
Webster Bank
Connecticut
$39.7K -$2.51K -26 -5%
TLFA
512
True Link Financial Advisors
California
$36.2K +$41.1K +426 New
MAI Capital Management
513
MAI Capital Management
Ohio
$34.3K +$12.1K +125 +45%
Leonteq Securities AG
514
Leonteq Securities AG
Switzerland
$33.1K -$5.99K -62 -14%
SIC
515
SJS Investment Consulting
Ohio
$33K +$1.06K +11 +3%
ADL
516
Asset Dedication LLC
California
$32K – – –
PK
517
Pflug Koory
Nebraska
$30.6K – – –
TIAA Wealth Investment Management
518
TIAA Wealth Investment Management
New York
$30.5K +$34.7K +359 New
MassMutual Private Wealth & Trust
519
MassMutual Private Wealth & Trust
Connecticut
$29.6K +$5.79K +60 +21%
TWD
520
True Wealth Design
Ohio
$27.8K – – –
Allworth Financial
521
Allworth Financial
California
$27.1K +$2.7K +28 +10%
TPWA
522
Twin Peaks Wealth Advisors
California
$24K +$27.3K +283 New
AF
523
Advisornet Financial
Minnesota
$22.4K – – –
DWM
524
Dogwood Wealth Management
Kansas
$19.9K +$3.28K +34 +17%
QC
525
Quent Capital
New York
$18.6K -$579 -6 -3%