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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
276
Martingale Asset Management
Massachusetts
$1M +$464K +4,807 +69%
IA
277
Inspire Advisors
Idaho
$969K -$164K -1,702 -13%
SIM
278
Studio Investment Management
Illinois
$955K +$2.22K +23 +0.2%
EF
279
Empowered Funds
Pennsylvania
$951K +$1.08M +11,205 New
Osaic Holdings
280
Osaic Holdings
Arizona
$935K -$220K -2,280 -17%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$918K +$15.6K +162 +2%
BFM
282
Boothbay Fund Management
New York
$914K +$1.04M +10,766 New
SOW
283
State of Wyoming
Wyoming
$882K -$254K -2,625 -20%
NB
284
Nicolet Bankshares
Wisconsin
$877K +$998K +10,334 New
CPIG
285
Chicago Partners Investment Group
Illinois
$869K -$1.06K -11 -0.1%
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$845K
AWA
287
Aaron Wealth Advisors
Illinois
$836K -$161K -1,662 -14%
FGP
288
Freestone Grove Partners
California
$827K +$941K +9,739 New
RG
289
Renaissance Group
Kentucky
$822K +$234K +2,423 +33%
DAS
290
Dynamic Advisor Solutions
Arizona
$818K -$43.5K -450 -4%
Lido Advisors
291
Lido Advisors
California
$804K -$428K -4,433 -32%
IHL
292
Investment House LLC
California
$798K
SWM
293
Sendero Wealth Management
Texas
$797K -$492K -5,095 -35%
DT
294
Diversified Trust
Tennessee
$786K +$662K +6,860 +286%
Federated Hermes
295
Federated Hermes
Pennsylvania
$783K -$14.1K -146 -2%
Mackenzie Financial
296
Mackenzie Financial
Ontario, Canada
$782K +$12.8K +133 +1%
II
297
Inspire Investing
Idaho
$781K +$536K +5,553 +152%
SA
298
Sylvest Advisors
Texas
$780K -$4.35K -45 -0.5%
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$773K +$228K +2,357 +35%
CAM
300
Cresset Asset Management
Illinois
$761K +$60K +621 +7%