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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
CIS
526
Custom Index Systems
New York
$35.6K +$34.1K +397 New
TWD
527
True Wealth Design
Ohio
$35.4K +$5.76K +67 +20%
CTC
528
Central Trust Company
Missouri
$34.3K -$82.5K -959 -72%
PK
529
Pflug Koory
Nebraska
$32.3K
TWIM
530
TIAA Wealth Investment Management
New York
$32.2K
SGFG
531
Silver Grove Financial Group
New York
$32K +$30.6K +356 New
TCOV
532
Trust Company of Vermont
Vermont
$31.4K +$30.1K +350 New
AF
533
Allworth Financial
California
$28.7K -$86 -1 -0.3%
CA
534
Clearstead Advisors
Ohio
$28.1K +$23.9K +278 +794%
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$27K -$4.13K -48 -14%
IA
536
IFG Advisory
Georgia
$24K +$23K +267 New
AF
537
Advisornet Financial
Minnesota
$23.7K
VSQM
538
V-Square Quantitative Management
Illinois
$23.3K +$22.3K +259 New
DWM
539
Dogwood Wealth Management
Kansas
$21K
MEG
540
Millstone Evans Group
Colorado
$19K
QC
541
Quent Capital
New York
$18.1K -$1.55K -18 -8%
ITG
542
Index Technologies Group
New York
$17.8K +$17K +198 New
HPC
543
HM Payson & Co
Maine
$17.2K
EWP
544
Elevation Wealth Partners
California
$16.8K +$14.5K +168 +884%
PWMG
545
Private Wealth Management Group
New Jersey
$16.1K
CFO
546
CVA Family Office
Colorado
$16.1K +$10.5K +122 +214%
BWA
547
Basecamp Wealth Advisors
Washington
$15.1K -$1.03K -12 -7%
National Bank of Canada
548
National Bank of Canada
Quebec, Canada
$14.3K -$30K -349 -69%
AssetMark Inc
549
AssetMark Inc
California
$13.6K +$1.81K +21 +16%
TCOT
550
Trust Company of Toledo
Ohio
$13K