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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
SJS Investment Consulting
Ohio
$33.5K
ADL
527
Asset Dedication LLC
California
$33.4K
PK
528
Pflug Koory
Nebraska
$31.9K
TCOV
529
Trust Company of Vermont
Vermont
$31K
TWD
530
True Wealth Design
Ohio
$29K +$174 +2 +0.6%
HI
531
Harbour Investments
Wisconsin
$28.7K -$1.39K -16 -5%
AF
532
Allworth Financial
California
$25.9K +$5.82K +67 +30%
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$25.6K +$608 +7 +2%
MCM
534
MAI Capital Management
Ohio
$24.7K +$19.4K +223 +398%
AF
535
Advisornet Financial
Minnesota
$23.4K
SAG
536
SageView Advisory Group
California
$20.3K +$19.9K +229 New
QC
537
Quent Capital
New York
$20K +$2.35K +27 +14%
MEG
538
Millstone Evans Group
Colorado
$18.8K
DWM
539
Dogwood Wealth Management
Kansas
$17.7K
FHA
540
Flagship Harbor Advisors
Massachusetts
$17.6K +$17.3K +199 New
HPC
541
HM Payson & Co
Maine
$17K
BWA
542
Basecamp Wealth Advisors
Washington
$15.9K +$15.6K +180 New
PWMG
543
Private Wealth Management Group
New Jersey
$15.9K
SEP
544
Signature Equity Partners
Ohio
$15.4K +$15K +173 New
BFS
545
Bare Financial Services
Pennsylvania
$13.2K
TCOT
546
Trust Company of Toledo
Ohio
$12.9K
JWA
547
JFS Wealth Advisors
Pennsylvania
$12.1K +$2.78K +32 +30%
LFG
548
Larson Financial Group
Missouri
$11.3K +$7.38K +85 +202%
Mitsubishi UFJ Asset Management
549
Mitsubishi UFJ Asset Management
Japan
$10.8K
JFA
550
JNBA Financial Advisors
Minnesota
$9.93K