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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
CT
551
Clearstead Trust
Maine
$9.75K
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$8.96K
NWS
553
Nvest Wealth Strategies
Ohio
$8.87K +$8.69K +100 New
ATC
554
Adirondack Trust Company
New York
$8.07K
MSWM
555
Mowery & Schoenfeld Wealth Management
Illinois
$7.98K
IWM
556
IMG Wealth Management
Florida
$7.54K
TWC
557
TD Waterhouse Canada
Ontario, Canada
$7.09K +$6.95K +80 New
AssetMark Inc
558
AssetMark Inc
California
$7.03K -$261 -3 -4%
HIW
559
Holos Integrated Wealth
Pennsylvania
$7.01K
RJA
560
Ross\Johnson & Associates
Minnesota
$6.92K -$174 -2 -3%
PWA
561
Physician Wealth Advisors
Utah
$5.85K +$1.48K +17 +35%
RIL
562
Rothschild Investment LLC
Illinois
$5.63K +$2K +23 +58%
EW
563
Elyxium Wealth
California
$5.59K +$5.47K +63 New
TFA
564
Transamerica Financial Advisors
Florida
$5.41K
CAL
565
Capital Advisors Ltd
Ohio
$5K
CWP
566
Concord Wealth Partners
Virginia
$4.61K
PWPS
567
Pinnacle Wealth Planning Services
Ohio
$4.52K +$4.43K +51 New
GBT
568
Grove Bank & Trust
Florida
$4.43K
AS
569
Altshuler Shaham
Israel
$4.17K +$4.08K +47 New
CIAS
570
CBIZ Investment Advisory Services
Ohio
$4.17K +$4.08K +47 New
FFO
571
Fortitude Family Office
Arizona
$3.81K +$608 +7 +19%
AAG
572
Armstrong Advisory Group
Massachusetts
$3.55K
WETS
573
Wealth Enhancement Trust Services
South Dakota
$3.46K +$3.39K +39 New
OP
574
ORG Partners
Indiana
$3.28K +$3.21K +37 New
FGA
575
Fortis Group Advisors
New Jersey
$3.01K