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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
276
Virtus Fund Advisers
Connecticut
$12K
RWG
277
Regal Wealth Group
California
$12K +$12.4K +421 New
VCM
278
Versant Capital Management
Arizona
$12K +$12.9K +438 New
GAM
279
Gemmer Asset Management
California
$11K
IP
280
Isthmus Partners
Wisconsin
$10K
WCBA
281
Weaver C. Barksdale & Associates
Tennessee
$10K +$412 +14 +4%
MFS
282
MSI Financial Services
Massachusetts
$10K +$1.47K +50 +17%
AssetMark Inc
283
AssetMark Inc
California
$10K +$10.2K +345 New
CG
284
Cutler Group
California
$9K +$9.48K +322 New
GWM
285
Gupta Wealth Management
California
$7K +$7K +238 New
AF
286
Arrow Financial
New York
$6K
JFA
287
JNBA Financial Advisors
Minnesota
$6K
SEC
288
Seven Eight Capital
New York
$6K +$5.89K +200 New
PCM
289
Penserra Capital Management
California
$5K +$4.65K +158 New
EWM
290
Endurance Wealth Management
Rhode Island
$4K
IA
291
IFP Advisors
Florida
$4K +$3.62K +123 New
MCM
292
Manchester Capital Management
Vermont
$3K
WRM
293
Westport Resources Management
Connecticut
$3K
AIA
294
Allegis Investment Advisors
Idaho
$3K +$2.91K +99 New
FPFS
295
First Personal Financial Services
North Carolina
$2K +$1.68K +57 New
FNBT
296
FineMark National Bank & Trust
Florida
$1K
QI
297
QS Investors
New York
$1K +$294 +10 New
Mawer Investment Management
298
Mawer Investment Management
Alberta, Canada
-$7.95M -283,174 Closed
KI
299
Kalmar Investments
Delaware
-$6.37M -226,685 Closed
ERSOT
300
Employees Retirement System of Texas
Texas
-$3.12M -111,000 Closed