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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
EP
501
Essential Partners
California
$50.5K
SC
502
Steph & Co
Wisconsin
$46.7K -$38K -394 -42%
HI
503
Harbour Investments
Wisconsin
$45.4K +$20.4K +211 +65%
National Bank of Canada
504
National Bank of Canada
Quebec, Canada
$43.1K +$5.99K +62 +14%
OWA
505
Opal Wealth Advisors
New York
$42.6K +$48.4K +501 New
Los Angeles Capital Management
506
Los Angeles Capital Management
California
$42.5K -$302K -3,124 -86%
BGA
507
Battery Global Advisors
Massachusetts
$40.6K -$48.3K -500 -51%
RDFA
508
Ritter Daniher Financial Advisory
Ohio
$40.4K +$193 +2 +0.4%
WB
509
Webster Bank
Connecticut
$39.7K -$2.51K -26 -5%
TLFA
510
True Link Financial Advisors
California
$36.2K +$41.1K +426 New
MCM
511
MAI Capital Management
Ohio
$34.3K +$12.1K +125 +45%
LSA
512
Leonteq Securities AG
Switzerland
$33.1K -$5.99K -62 -14%
SIC
513
SJS Investment Consulting
Ohio
$33K +$1.06K +11 +3%
ADL
514
Asset Dedication LLC
California
$32K
PK
515
Pflug Koory
Nebraska
$30.6K
TWIM
516
TIAA Wealth Investment Management
New York
$30.5K +$34.7K +359 New
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$29.6K +$5.79K +60 +21%
TWD
518
True Wealth Design
Ohio
$27.8K
AF
519
Allworth Financial
California
$27.1K +$2.7K +28 +10%
TPWA
520
Twin Peaks Wealth Advisors
California
$24K +$27.3K +283 New
AF
521
Advisornet Financial
Minnesota
$22.4K
DWM
522
Dogwood Wealth Management
Kansas
$19.9K +$3.28K +34 +17%
QC
523
Quent Capital
New York
$18.6K -$579 -6 -3%
MEG
524
Millstone Evans Group
Colorado
$18K
Walleye Capital
525
Walleye Capital
New York
$17.2K +$19.6K +203 New