We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
526
Destiny Wealth Partners
Florida
$17K +$19.3K +200 New
HPC
527
HM Payson & Co
Maine
$16.3K
BWA
528
Basecamp Wealth Advisors
Washington
$15.3K
PWMG
529
Private Wealth Management Group
New Jersey
$15.2K
SEP
530
Signature Equity Partners
Ohio
$15K +$386 +4 +2%
IAAG
531
Innovative Asset Advisors Group
Connecticut
$13.7K +$15.5K +161 New
TCOT
532
Trust Company of Toledo
Ohio
$12.3K
JWA
533
JFS Wealth Advisors
Pennsylvania
$12K +$386 +4 +3%
OCWP
534
Owl Creek Wealth Partners
Colorado
$11.5K +$13K +135 New
MG
535
Mather Group
Illinois
$11.1K +$12.7K +131 New
AssetMark Inc
536
AssetMark Inc
California
$11K +$4.92K +51 +65%
LFG
537
Larson Financial Group
Missouri
$10.4K -$386 -4 -3%
Mitsubishi UFJ Asset Management
538
Mitsubishi UFJ Asset Management
Japan
$10.2K
JFA
539
JNBA Financial Advisors
Minnesota
$9.51K
CT
540
Clearstead Trust
Maine
$9.34K
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$8.57K
NWS
542
Nvest Wealth Strategies
Ohio
$8.49K
CFSG
543
Community Financial Services Group
Vermont
$7.75K +$8.69K +90 New
ATC
544
Adirondack Trust Company
New York
$7.72K
MSWM
545
Mowery & Schoenfeld Wealth Management
Illinois
$7.64K
AUB
546
Atlantic Union Bankshares
Virginia
$7.64K +$8.69K +90 New
FFO
547
Fortitude Family Office
Arizona
$7.38K +$4.25K +44 +102%
ZBNA
548
Zions Bancorporation, National Association
Utah
$7.21K +$7.53K +78 +1,114%
WETS
549
Wealth Enhancement Trust Services
South Dakota
$6.96K +$4.15K +43 +110%
TWM
550
TopTier Wealth Management
Wisconsin
$6.96K +$7.92K +82 New