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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
PGFG
276
Pine Grove Financial Group
Minnesota
$1.12M +$1.1M +12,629 New
Schonfeld Strategic Advisors
277
Schonfeld Strategic Advisors
New York
$1.03M +$769K +8,849 +315%
AWA
278
Aaron Wealth Advisors
Illinois
$1.02M +$129K +1,488 +15%
Chicago Partners Investment Group
279
Chicago Partners Investment Group
Illinois
$1.02M -$12.8K -147 -1%
Hillsdale Investment Management
280
Hillsdale Investment Management
Ontario, Canada
$1M – – –
SIM
281
Studio Investment Management
Illinois
$995K +$66K +760 +7%
SC
282
Syon Capital
California
$992K +$178K +2,044 +22%
Xponance
283
Xponance
Pennsylvania
$974K -$174K -2,003 -15%
CIBC World Markets
284
CIBC World Markets
New York
$973K +$953K +10,969 New
GIP
285
Granite Investment Partners
California
$970K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$963K – – –
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$945K +$23.2K +267 +3%
MFG
288
MidWestOne Financial Group
Iowa
$916K – – –
OAM
289
Oxford Asset Management
United Kingdom
$913K +$342K +3,941 +62%
New York Life Investment Management
290
New York Life Investment Management
New York
$908K -$143K -1,644 -14%
Dynamic Advisor Solutions
291
Dynamic Advisor Solutions
Arizona
$894K -$26.6K -306 -3%
HH
292
Hilltop Holdings
Texas
$889K -$174 -2 -0%
Engineers Gate Manager
293
Engineers Gate Manager
New York
$887K +$869K +10,003 New
Burney Company
294
Burney Company
Virginia
$879K +$2.17K +25 +0.3%
MIM
295
Morningstar Investment Management
Illinois
$851K -$695 -8 -0.1%
Federation des caisses Desjardins du Quebec
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$847K +$112K +1,295 +16%
IHL
297
Investment House LLC
California
$833K – – –
Federated Hermes
298
Federated Hermes
Pennsylvania
$831K -$95.1K -1,095 -10%
IIC
299
Ironwood Investment Counsel
Arizona
$829K -$23.3K -268 -3%
VF
300
Virtu Financial
New York
$828K +$811K +9,341 New