We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
526
National Bank of Canada
Quebec, Canada
$39.5K +$38.8K +447 New
SIC
527
SJS Investment Consulting
Ohio
$33.5K – – –
ADL
528
Asset Dedication LLC
California
$33.4K – – –
PK
529
Pflug Koory
Nebraska
$31.9K – – –
TCOV
530
Trust Company of Vermont
Vermont
$31K – – –
TWD
531
True Wealth Design
Ohio
$29K +$174 +2 +0.6%
Harbour Investments
532
Harbour Investments
Wisconsin
$28.7K -$1.39K -16 -5%
Allworth Financial
533
Allworth Financial
California
$25.9K +$5.82K +67 +30%
MassMutual Private Wealth & Trust
534
MassMutual Private Wealth & Trust
Connecticut
$25.6K +$608 +7 +2%
MAI Capital Management
535
MAI Capital Management
Ohio
$24.7K +$19.4K +223 +398%
AF
536
Advisornet Financial
Minnesota
$23.4K – – –
SageView Advisory Group
537
SageView Advisory Group
California
$20.3K +$19.9K +229 New
QC
538
Quent Capital
New York
$20K +$2.35K +27 +14%
MEG
539
Millstone Evans Group
Colorado
$18.8K – – –
DWM
540
Dogwood Wealth Management
Kansas
$17.7K – – –
FHA
541
Flagship Harbor Advisors
Massachusetts
$17.6K +$17.3K +199 New
HM Payson & Co
542
HM Payson & Co
Maine
$17K – – –
BWA
543
Basecamp Wealth Advisors
Washington
$15.9K +$15.6K +180 New
PWMG
544
Private Wealth Management Group
New Jersey
$15.9K – – –
SEP
545
Signature Equity Partners
Ohio
$15.4K +$15K +173 New
BFS
546
Bare Financial Services
Pennsylvania
$13.2K – – –
TCOT
547
Trust Company of Toledo
Ohio
$12.9K – – –
JWA
548
JFS Wealth Advisors
Pennsylvania
$12.1K +$2.78K +32 +30%
Larson Financial Group
549
Larson Financial Group
Missouri
$11.3K +$7.38K +85 +202%
Mitsubishi UFJ Asset Management
550
Mitsubishi UFJ Asset Management
Japan
$10.8K – – –