We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
526
Millstone Evans Group
Colorado
$18K – – –
Walleye Capital
527
Walleye Capital
New York
$17.2K +$19.6K +203 New
DWP
528
Destiny Wealth Partners
Florida
$17K +$19.3K +200 New
HM Payson & Co
529
HM Payson & Co
Maine
$16.3K – – –
BWA
530
Basecamp Wealth Advisors
Washington
$15.3K – – –
PWMG
531
Private Wealth Management Group
New Jersey
$15.2K – – –
SEP
532
Signature Equity Partners
Ohio
$15K +$386 +4 +2%
IAAG
533
Innovative Asset Advisors Group
Connecticut
$13.7K +$15.5K +161 New
TCOT
534
Trust Company of Toledo
Ohio
$12.3K – – –
JWA
535
JFS Wealth Advisors
Pennsylvania
$12K +$386 +4 +3%
OCWP
536
Owl Creek Wealth Partners
Colorado
$11.5K +$13K +135 New
Mather Group
537
Mather Group
Illinois
$11.1K +$12.7K +131 New
AssetMark Inc
538
AssetMark Inc
California
$11K +$4.92K +51 +65%
Larson Financial Group
539
Larson Financial Group
Missouri
$10.4K -$386 -4 -3%
Mitsubishi UFJ Asset Management
540
Mitsubishi UFJ Asset Management
Japan
$10.2K – – –
JFA
541
JNBA Financial Advisors
Minnesota
$9.51K – – –
CT
542
Clearstead Trust
Maine
$9.34K – – –
Farmers & Merchants Investments Inc
543
Farmers & Merchants Investments Inc
Nebraska
$8.57K – – –
NWS
544
Nvest Wealth Strategies
Ohio
$8.49K – – –
CFSG
545
Community Financial Services Group
Vermont
$7.75K +$8.69K +90 New
ATC
546
Adirondack Trust Company
New York
$7.72K – – –
MSWM
547
Mowery & Schoenfeld Wealth Management
Illinois
$7.64K – – –
Atlantic Union Bankshares
548
Atlantic Union Bankshares
Virginia
$7.64K +$8.69K +90 New
FFO
549
Fortitude Family Office
Arizona
$7.38K +$4.25K +44 +102%
ZBNA
550
Zions Bancorporation, National Association
Utah
$7.21K +$7.53K +78 +1,114%