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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
226
Pathstone Holdings
New Jersey
$1.37M +$197K +2,903 +19%
QC
227
Quadrature Capital
United Kingdom
$1.33M -$86.7K -1,275 -7%
WIC
228
Willis Investment Counsel
Georgia
$1.28M +$99.8K +1,467 +9%
DT
229
Diversified Trust
Tennessee
$1.28M +$1.17M +17,133 New
HBWM
230
Hollow Brook Wealth Management
New York
$1.25M
CAM
231
Cresset Asset Management
Illinois
$1.25M +$455K +6,685 +67%
Osaic Holdings
232
Osaic Holdings
Arizona
$1.2M -$10.5K -154 -1%
AIM
233
Allen Investment Management
New York
$1.19M
Pictet Asset Management
234
Pictet Asset Management
Switzerland
$1.16M +$90.5K +1,330 +9%
NW
235
NewEdge Wealth
Pennsylvania
$1.15M +$34.6K +508 +3%
Lazard Asset Management
236
Lazard Asset Management
New York
$1.15M -$1.39M -20,431 -57%
CGH
237
Crossmark Global Holdings
Texas
$1.15M -$16.1K -237 -2%
VAS
238
Vestmark Advisory Solutions
Massachusetts
$1.12M -$12.7K -186 -1%
AWM
239
Apollon Wealth Management
South Carolina
$1.11M -$17.5K -257 -2%
GIP
240
Granite Investment Partners
California
$1.08M +$3.2K +47 +0.3%
BNP Paribas Financial Markets
241
BNP Paribas Financial Markets
France
$1.06M +$69.2K +1,017 +8%
Mitsubishi UFJ Trust & Banking
242
Mitsubishi UFJ Trust & Banking
Japan
$1.06M +$236K +3,464 +32%
GBWM
243
Granite Bay Wealth Management
New Hampshire
$1.05M +$952K +14,000 New
PTC
244
Petrus Trust Company
Texas
$1.01M
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$1.01M +$5.24K +77 +0.6%
Federated Hermes
246
Federated Hermes
Pennsylvania
$975K -$57.2K -841 -6%
LIM
247
Leavell Investment Management
Alabama
$971K
CFSG
248
Community Financial Services Group
Vermont
$967K +$881K +12,953 New
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$951K +$866K +12,735 New
Citigroup
250
Citigroup
New York
$937K +$101K +1,490 +13%