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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
226
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$653K
EHWM
227
Eads & Heald Wealth Management
Georgia
$650K +$13.7K +240 +2%
VI
228
Versor Investments
New York
$640K +$622K +10,866 New
Natixis Advisors
229
Natixis Advisors
Massachusetts
$633K +$616K +10,754 New
Aristotle Capital Management
230
Aristotle Capital Management
California
$589K
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$586K +$86.4K +1,508 +18%
PCM
232
Perkins Capital Management
Minnesota
$582K
MSRPS
233
Maryland State Retirement & Pension System
Maryland
$574K
PMEF
234
Point72 Middle East FZE
United Arab Emirates
$568K +$553K +9,649 New
DCM
235
Dupont Capital Management
Delaware
$565K -$398K -6,951 -42%
GT
236
Glenview Trust
Kentucky
$565K
BPA
237
Beacon Pointe Advisors
California
$563K +$547K +9,556 New
DADC
238
D.A. Davidson & Co
Montana
$553K -$4.98K -87 -0.9%
IHL
239
Investment House LLC
California
$553K -$28.6K -500 -5%
PFO
240
Pathstone Family Office
New Jersey
$551K +$56.5K +987 +11%
F
241
F3Logic
Minnesota
$491K
GBS
242
Gallagher Benefit Services
Illinois
$491K +$478K +8,345 New
CG
243
Colony Group
Massachusetts
$477K
NSAM
244
North Star Asset Management
Wisconsin
$477K -$5.73K -100 -1%
Creative Planning
245
Creative Planning
Kansas
$449K -$7.9K -138 -2%
CA
246
Claro Advisors
Massachusetts
$437K +$92.4K +1,613 +28%
SAM
247
Shell Asset Management
Netherlands
$428K -$87.7K -1,532 -17%
SPA
248
Sherbrooke Park Advisers
New York
$418K +$407K +7,100 New
TC
249
TownSquare Capital
Utah
$417K +$406K +7,090 New
EGM
250
Engineers Gate Manager
New York
$399K +$388K +6,775 New