We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
PB
601
Pinnacle Bancorp
Nebraska
$1.42K -$4.34K -50 -76%
CFO
602
CVA Family Office
Colorado
$1.42K – – –
SouthState Corp
603
SouthState Corp
Florida
$1.42K – – –
KG
604
Kilter Group
New York
$1.33K – – –
PWA
605
Principia Wealth Advisory
Texas
$1.33K +$87 +1 +7%
CMA
606
Cedar Mountain Advisors
Oregon
$1.15K -$3.91K -45 -78%
SWM
607
SHP Wealth Management
Massachusetts
$1.15K +$1.13K +13 New
ACA
608
American Capital Advisory
Idaho
$1.06K +$347 +4 +50%
WA
609
Whipplewood Advisors
Colorado
$1.06K +$1.04K +12 New
QWM
610
Quaker Wealth Management
New Jersey
$976 +$261 +3 +38%
BGWM
611
Bridge Generations Wealth Management
Florida
$887 – – –
TM
612
Torren Management
California
$887 +$868 +10 New
BHWM
613
Bay Harbor Wealth Management
Maryland
$886 +$347 +4 +67%
HFS
614
Hughes Financial Services
Virginia
$621 – – –
HIA
615
HFM Investment Advisors
New Jersey
$621 +$87 +1 +17%
ZBNA
616
Zions Bancorporation, National Association
Utah
$621 +$608 +7 New
RF
617
Rossby Financial
Florida
$532 +$521 +6 New
SFS
618
Sunrise Financial Services
Washington
$532 +$521 +6 New
FMP
619
Financial Management Professionals
Texas
$266 – – –
TPBG
620
Turning Point Benefit Group
Maryland
$265 – – –
DF
621
Dunhill Financial
United Kingdom
$197 +$174 +2 New
T. Rowe Price Investment Management
622
T. Rowe Price Investment Management
Maryland
– -$33.9M -413,755 Closed
Squarepoint
623
Squarepoint
New York
– -$11.6M -142,332 Closed
Trexquant Investment
624
Trexquant Investment
Connecticut
– -$11.3M -137,649 Closed
Brandywine Global Investment Management
625
Brandywine Global Investment Management
Pennsylvania
– -$6.67M -81,511 Closed