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Donaldson

DCI

Market cap $10.7B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	TFM 601 TFC Financial Management Boston, Massachusetts	$1.8K	–	–	–
602	FC 602 Financial Consulate Hunt Valley, Maryland	$1.8K	–	–	–
603	RWM 603 Raffa Wealth Management Washington, District of Columbia	$1.79K	–	–	–
604	BHWM 604 Bay Harbor Wealth Management Hunt Valley, Maryland	$1.79K	+$172	+2	+11%
605	BWL 605 Bogart Wealth LLC Mclean, Virginia	$1.71K	-$516	-6	-24%
606	MAM 606 Marquette Asset Management Minneapolis, Minnesota	$1.62K	-$516	-6	-25%
607	RF 607 Rossby Financial Melbourne, Florida	$1.53K	+$344	+4	+31%
608	CPG 608 Cornerstone Planning Group Fairfield, New Jersey	$1.47K	-$86	-1	-6%
609	SC 609 SouthState Corp Winter Haven, Florida	$1.44K	–	–	–
610	PWA 610 Principia Wealth Advisory Dallas, Texas	$1.44K	-$86	-1	-6%
611	FHC 611 First Horizon Corporation Memphis, Tennessee	$1.35K	–	–	–
612	KG 612 Kilter Group Rhinebeck, New York	$1.35K	–	–	–
613	HIA 613 HFM Investment Advisors Glassboro, New Jersey	$1.17K	+$516	+6	+86%
614	CMA 614 Cedar Mountain Advisors Lake Oswego, Oregon	$1.17K	–	–	–
615	SS 615 SBI Securities Tokyo, Japan	$1.17K	–	–	–
616	HFS 616 Hughes Financial Services Herndon, Virginia	$1.17K	+$516	+6	+86%
617	QWM 617 Quaker Wealth Management Moorestown, New Jersey	$898	-$86	-1	-9%
618	ACA 618 American Capital Advisory Ketchum, Idaho	$629	-$172	-2	-22%
619	PS 619 Planning Strategies Lancaster, Pennsylvania	$628	+$602	+7	New
620	SFS 620 Sunrise Financial Services Burien, Washington	$539	–	–	–
621	SWM 621 SHP Wealth Management Plymouth, Massachusetts	$499	+$86	+1	+20%
622	CIAM 622 Caitong International Asset Management Hong Kong	$359	-$86	-1	-20%
623	PMFA 623 Plante Moran Financial Advisors Southfield, Michigan	$269	+$258	+3	New
624	DF 624 DecisionPoint Financial Mesa, Arizona	$266	+$258	+3	New
625	FMP 625 Financial Management Professionals Austin, Texas	$180	-$258	-3	-60%

Donaldson DCI Market cap $10.7B

Donaldson

DCI

Market cap $10.7B