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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
601
Valued Wealth Advisors
Utah
$2.01K – – –
BIA
602
Bell Investment Advisors
California
$1.89K – – –
CFD
603
Creative Financial Designs
Indiana
$1.89K – – –
TFM
604
TFC Financial Management
Massachusetts
$1.8K – – –
FC
605
Financial Consulate
Maryland
$1.8K – – –
RWM
606
Raffa Wealth Management
District of Columbia
$1.79K – – –
BHWM
607
Bay Harbor Wealth Management
Maryland
$1.79K +$172 +2 +11%
Bogart Wealth LLC
608
Bogart Wealth LLC
Virginia
$1.71K -$516 -6 -24%
MAM
609
Marquette Asset Management
Minnesota
$1.62K -$516 -6 -25%
RF
610
Rossby Financial
Florida
$1.53K +$344 +4 +31%
CPG
611
Cornerstone Planning Group
New Jersey
$1.47K -$86 -1 -6%
SouthState Corp
612
SouthState Corp
Florida
$1.44K – – –
PWA
613
Principia Wealth Advisory
Texas
$1.44K -$86 -1 -6%
FHC
614
First Horizon Corporation
Tennessee
$1.35K – – –
KG
615
Kilter Group
New York
$1.35K – – –
HIA
616
HFM Investment Advisors
New Jersey
$1.17K +$516 +6 +86%
CMA
617
Cedar Mountain Advisors
Oregon
$1.17K – – –
SBI Securities
618
SBI Securities
Japan
$1.17K – – –
HFS
619
Hughes Financial Services
Virginia
$1.17K +$516 +6 +86%
QWM
620
Quaker Wealth Management
New Jersey
$898 -$86 -1 -9%
ACA
621
American Capital Advisory
Idaho
$629 -$172 -2 -22%
PS
622
Planning Strategies
Pennsylvania
$628 +$602 +7 New
SFS
623
Sunrise Financial Services
Washington
$539 – – –
SWM
624
SHP Wealth Management
Massachusetts
$499 +$86 +1 +20%
CIAM
625
Caitong International Asset Management
Hong Kong
$359 -$86 -1 -20%