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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
JIM
226
Jensen Investment Management
Oregon
$430K +$408K +8,250 New
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$416K +$24.6K +498 +7%
PP
228
PagnatoKarp Partners
Virginia
$407K +$1.73K +35 +0.5%
Macquarie Group
229
Macquarie Group
Australia
$406K
NA
230
NewEdge Advisors
Louisiana
$404K +$383K +7,734 New
RCM
231
Riverhead Capital Management
Delaware
$401K
IFAM
232
Institutional & Family Asset Management
Colorado
$390K
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$388K +$24.8K +502 +7%
KFS
234
Kurt F. Somerville
$381K -$13.6K -275 -4%
LPL Financial
235
LPL Financial
California
$380K +$2.92K +59 +0.8%
VBFP
236
Valtinson Bruner Financial Planning
Minnesota
$365K -$30.7K -620 -8%
GAM
237
Gould Asset Management
California
$365K
AA
238
ALPS Advisors
Colorado
$360K +$342K +6,911 New
AF
239
AMG Funds
Connecticut
$353K -$225K -4,539 -40%
FFN
240
Focus Financial Network
Minnesota
$348K -$28.7K -579 -8%
HTHT
241
Hemenway Trust Hemenway Trust
New Hampshire
$346K -$2.48K -50 -0.7%
Point72 Asset Management
242
Point72 Asset Management
Connecticut
$344K -$663K -13,401 -67%
BP
243
Ballentine Partners
Massachusetts
$342K +$51.8K +1,046 +19%
TA
244
TFG Advisers
Michigan
$340K +$16.8K +339 +5%
LIA
245
LS Investment Advisors
Michigan
$334K +$9.16K +185 +3%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$325K -$11.9K -241 -4%
LNWWM
247
Laird Norton Wetherby Wealth Management
California
$322K +$3.61K +73 +1%
SCM
248
Stevens Capital Management
Pennsylvania
$322K +$306K +6,179 New
WB
249
WesBanco Bank
West Virginia
$321K
GH
250
GAM Holding
Switzerland
$320K -$337K -6,806 -53%