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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
551
JFS Wealth Advisors
Pennsylvania
$12.9K +$258 +3 +2%
Los Angeles Capital Management
552
Los Angeles Capital Management
California
$12.8K -$30.8K -358 -71%
OCWP
553
Owl Creek Wealth Partners
Colorado
$12.1K
CT
554
Clearstead Trust
Maine
$11.8K +$1.89K +22 +20%
MG
555
Mather Group
Illinois
$11.8K
Mitsubishi UFJ Asset Management
556
Mitsubishi UFJ Asset Management
Japan
$10.8K
JFA
557
JNBA Financial Advisors
Minnesota
$10.1K
FMII
558
Farmers & Merchants Investments Inc
Nebraska
$8.98K -$86 -1 -1%
NWS
559
Nvest Wealth Strategies
Ohio
$8.98K
SEP
560
Signature Equity Partners
Ohio
$8.96K -$6.62K -77 -44%
LI
561
LRI Investments
Florida
$8.44K +$8.09K +94 New
PWA
562
Physician Wealth Advisors
Utah
$8.35K +$2.32K +27 +41%
ATC
563
Adirondack Trust Company
New York
$8.17K
MSWM
564
Mowery & Schoenfeld Wealth Management
Illinois
$8.08K
CFSG
565
Community Financial Services Group
Vermont
$7.97K
FFO
566
Fortitude Family Office
Arizona
$7.9K +$86 +1 +1%
ZBNA
567
Zions Bancorporation, National Association
Utah
$7.54K -$86 -1 -1%
HWP
568
Highline Wealth Partners
California
$7.27K +$6.97K +81 New
AA
569
Ancora Advisors
Ohio
$7K -$69.8K -812 -91%
RJA
570
Ross\Johnson & Associates
Minnesota
$7K
HIW
571
Holos Integrated Wealth
Pennsylvania
$6.98K
APFP
572
Action Point Financial Planning
Michigan
$6.91K +$6.79K +79 New
BFS
573
Bare Financial Services
Pennsylvania
$6.82K
QL
574
Quarry LP
New York
$6.1K +$5.85K +68 New
PWPS
575
Pinnacle Wealth Planning Services
Ohio
$5.83K +$602 +7 +12%