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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
226
Formidable Asset Management
Ohio
$1.25M
Amundi
227
Amundi
France
$1.24M -$1.19M -16,085 -47%
NAAA
228
New Age Alpha Advisors
New York
$1.22M +$1.33M +18,048 New
Cerity Partners
229
Cerity Partners
New York
$1.19M +$493K +6,687 +63%
AWM
230
Apollon Wealth Management
South Carolina
$1.18M +$194K +2,636 +18%
DFCM
231
Dark Forest Capital Management
Puerto Rico
$1.17M +$619K +8,397 +94%
TC
232
TwinBeech Capital
New York
$1.17M +$1.28M +17,334 New
HBWM
233
Hollow Brook Wealth Management
New York
$1.13M
ZIG
234
Zurich Insurance Group
Switzerland
$1.1M +$1.21M +16,400 New
DT
235
Diversified Trust
Tennessee
$1.08M +$245K +3,328 +26%
Pictet Asset Management
236
Pictet Asset Management
Switzerland
$1.08M +$62.2K +843 +6%
AIM
237
Allen Investment Management
New York
$1.08M
Nomura Holdings
238
Nomura Holdings
Japan
$1.07M +$1.17M +15,889 New
IG
239
ING Group
Netherlands
$1.04M
NGA
240
Naples Global Advisors
Florida
$1.01M +$557K +7,556 +101%
NW
241
NewEdge Wealth
Pennsylvania
$1.01M -$195K -2,641 -15%
VAS
242
Vestmark Advisory Solutions
Massachusetts
$1M -$3.39K -46 -0.3%
Holocene Advisors
243
Holocene Advisors
New York
$990K +$1.08M +14,702 New
EGM
244
Engineers Gate Manager
New York
$980K -$4.31M -58,374 -80%
GIP
245
Granite Investment Partners
California
$960K
CFSG
246
Community Financial Services Group
Vermont
$946K +$67.6K +916 +7%
GBWM
247
Granite Bay Wealth Management
New Hampshire
$943K +$1.03M +14,000 New
AI
248
Atria Investments
North Carolina
$938K +$341K +4,625 +50%
LIM
249
Leavell Investment Management
Alabama
$930K
Jones Financial Companies
250
Jones Financial Companies
Missouri
$928K +$465K +6,308 +84%