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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
551
JNBA Financial Advisors
Minnesota
$9.93K – – –
CT
552
Clearstead Trust
Maine
$9.75K – – –
Farmers & Merchants Investments Inc
553
Farmers & Merchants Investments Inc
Nebraska
$8.96K – – –
NWS
554
Nvest Wealth Strategies
Ohio
$8.87K +$8.69K +100 New
ATC
555
Adirondack Trust Company
New York
$8.07K – – –
MSWM
556
Mowery & Schoenfeld Wealth Management
Illinois
$7.98K – – –
IWM
557
IMG Wealth Management
Florida
$7.54K – – –
TD Waterhouse Canada
558
TD Waterhouse Canada
Ontario, Canada
$7.09K +$6.95K +80 New
AssetMark Inc
559
AssetMark Inc
California
$7.03K -$261 -3 -4%
HIW
560
Holos Integrated Wealth
Pennsylvania
$7.01K – – –
RJA
561
Ross\Johnson & Associates
Minnesota
$6.92K -$174 -2 -3%
PWA
562
Physician Wealth Advisors
Utah
$5.85K +$1.48K +17 +35%
RIL
563
Rothschild Investment LLC
Illinois
$5.63K +$2K +23 +58%
EW
564
Elyxium Wealth
California
$5.59K +$5.47K +63 New
TFA
565
Transamerica Financial Advisors
Florida
$5.41K – – –
CAL
566
Capital Advisors Ltd
Ohio
$5K – – –
CWP
567
Concord Wealth Partners
Virginia
$4.61K – – –
PWPS
568
Pinnacle Wealth Planning Services
Ohio
$4.52K +$4.43K +51 New
GBT
569
Grove Bank & Trust
Florida
$4.43K – – –
Altshuler Shaham
570
Altshuler Shaham
Israel
$4.17K +$4.08K +47 New
CIAS
571
CBIZ Investment Advisory Services
Ohio
$4.17K +$4.08K +47 New
FFO
572
Fortitude Family Office
Arizona
$3.81K +$608 +7 +19%
AAG
573
Armstrong Advisory Group
Massachusetts
$3.55K – – –
WETS
574
Wealth Enhancement Trust Services
South Dakota
$3.46K +$3.39K +39 New
OP
575
ORG Partners
Indiana
$3.28K +$3.21K +37 New