We are live on ! Find out more
DCI icon

Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
226
Valtinson Bruner Financial Planning
Minnesota
$392K -$20.3K -400 -5%
RCM
227
Riverhead Capital Management
Delaware
$392K – – –
KFS
228
Kurt F. Somerville
$387K -$14K -275 -3%
Homrich & Berg
229
Homrich & Berg
Georgia
$386K -$72K -1,417 -16%
IFAM
230
Institutional & Family Asset Management
Colorado
$381K – – –
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$381K – – –
Focus Financial Network
232
Focus Financial Network
Minnesota
$370K – – –
LPL Financial
233
LPL Financial
California
$368K +$3.46K +68 +0.9%
GAM
234
Gould Asset Management
California
$356K – – –
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$353K -$417K -8,198 -54%
HTHT
236
Hemenway Trust Hemenway Trust
New Hampshire
$341K -$10.2K -200 -3%
Private Advisor Group
237
Private Advisor Group
New Jersey
$336K +$335K +6,592 New
O'Shaughnessy Asset Management
238
O'Shaughnessy Asset Management
Connecticut
$329K -$7.12K -140 -2%
LIA
239
LS Investment Advisors
Michigan
$317K -$32.9K -647 -9%
TA
240
TFG Advisers
Michigan
$315K +$712 +14 +0.2%
WesBanco Bank
241
WesBanco Bank
West Virginia
$314K – – –
Laird Norton Wetherby Wealth Management
242
Laird Norton Wetherby Wealth Management
California
$311K – – –
FDCC
243
Foster Dykema Cabot & Co
Massachusetts
$305K – – –
RM
244
Resource Management
Louisiana
$305K – – –
ZCM
245
Zebra Capital Management
Connecticut
$303K -$86.2K -1,695 -22%
STRS Ohio
246
STRS Ohio
Ohio
$296K -$79.3K -1,559 -21%
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$288K +$288K +5,655 New
ST
248
Sabal Trust
Florida
$285K – – –
Burney Company
249
Burney Company
Virginia
$283K – – –
Ballentine Partners
250
Ballentine Partners
Massachusetts
$282K +$38.5K +757 +16%