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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Bogart Wealth LLC
576
Bogart Wealth LLC
Virginia
$2.12K +$579 +6 +32%
MAM
577
Marquette Asset Management
Minnesota
$2.04K – – –
DPW
578
DiNuzzo Private Wealth
Pennsylvania
$1.95K – – –
VWA
579
Valued Wealth Advisors
Utah
$1.9K -$579 -6 -21%
RWM
580
Rialto Wealth Management
New York
$1.87K +$386 +4 +22%
WA
581
Whipplewood Advisors
Colorado
$1.87K +$966 +10 +83%
BIA
582
Bell Investment Advisors
California
$1.78K – – –
CFD
583
Creative Financial Designs
Indiana
$1.78K – – –
TFM
584
TFC Financial Management
Massachusetts
$1.71K – – –
FC
585
Financial Consulate
Maryland
$1.7K – – –
RWM
586
Raffa Wealth Management
District of Columbia
$1.7K +$97 +1 +5%
EWP
587
Elevation Wealth Partners
California
$1.61K – – –
CH
588
Cromwell Holdings
Wyoming
$1.53K – – –
WOSD
589
WFA of San Diego
California
$1.53K +$1.74K +18 New
BHWM
590
Bay Harbor Wealth Management
Maryland
$1.53K +$773 +8 +80%
PWA
591
Principia Wealth Advisory
Texas
$1.44K +$193 +2 +13%
CPG
592
Cornerstone Planning Group
New Jersey
$1.4K +$97 +1 +6%
SouthState Corp
593
SouthState Corp
Florida
$1.36K – – –
KG
594
Kilter Group
New York
$1.27K – – –
FHC
595
First Horizon Corporation
Tennessee
$1.27K +$1.45K +15 New
RF
596
Rossby Financial
Florida
$1.12K +$676 +7 +117%
SBI Securities
597
SBI Securities
Japan
$1.1K -$1.93K -20 -61%
CMA
598
Cedar Mountain Advisors
Oregon
$1.1K – – –
AW
599
Avion Wealth
Texas
$1K – – –
QWM
600
Quaker Wealth Management
New Jersey
$934 – – –