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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
551
AssetMark Inc
California
$13.6K +$1.81K +21 +16%
TCOT
552
Trust Company of Toledo
Ohio
$13K – – –
JWA
553
JFS Wealth Advisors
Pennsylvania
$12.9K +$258 +3 +2%
Los Angeles Capital Management
554
Los Angeles Capital Management
California
$12.8K -$30.8K -358 -71%
OCWP
555
Owl Creek Wealth Partners
Colorado
$12.1K – – –
CT
556
Clearstead Trust
Maine
$11.8K +$1.89K +22 +20%
Mather Group
557
Mather Group
Illinois
$11.8K – – –
Mitsubishi UFJ Asset Management
558
Mitsubishi UFJ Asset Management
Japan
$10.8K – – –
JFA
559
JNBA Financial Advisors
Minnesota
$10.1K – – –
Farmers & Merchants Investments Inc
560
Farmers & Merchants Investments Inc
Nebraska
$8.98K -$86 -1 -1%
NWS
561
Nvest Wealth Strategies
Ohio
$8.98K – – –
SEP
562
Signature Equity Partners
Ohio
$8.96K -$6.62K -77 -44%
LI
563
LRI Investments
Florida
$8.44K +$8.09K +94 New
PWA
564
Physician Wealth Advisors
Utah
$8.35K +$2.32K +27 +41%
ATC
565
Adirondack Trust Company
New York
$8.17K – – –
MSWM
566
Mowery & Schoenfeld Wealth Management
Illinois
$8.08K – – –
CFSG
567
Community Financial Services Group
Vermont
$7.97K – – –
FFO
568
Fortitude Family Office
Arizona
$7.9K +$86 +1 +1%
ZBNA
569
Zions Bancorporation, National Association
Utah
$7.54K -$86 -1 -1%
HWP
570
Highline Wealth Partners
California
$7.27K +$6.97K +81 New
SNBOSD
571
Security National Bank of So Dak
Iowa
$7.09K +$6.79K +79 New
Ancora Advisors
572
Ancora Advisors
Ohio
$7K -$69.8K -812 -91%
RJA
573
Ross\Johnson & Associates
Minnesota
$7K – – –
HIW
574
Holos Integrated Wealth
Pennsylvania
$6.98K – – –
APFP
575
Action Point Financial Planning
Michigan
$6.91K +$6.79K +79 New