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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
IHL
301
Investment House LLC
California
$844K – – –
SWM
302
Sendero Wealth Management
Texas
$843K +$172 +2 +0%
SA
303
Sylvest Advisors
Texas
$837K +$11.4K +133 +1%
Cresset Asset Management
304
Cresset Asset Management
Illinois
$831K +$24.5K +285 +3%
Dynamic Advisor Solutions
305
Dynamic Advisor Solutions
Arizona
$830K -$33.5K -389 -4%
Diversified Trust
306
Diversified Trust
Tennessee
$828K -$2.92K -34 -0.4%
Federated Hermes
307
Federated Hermes
Pennsylvania
$809K -$18.9K -220 -2%
Public Employees Retirement Association of Colorado
308
Public Employees Retirement Association of Colorado
Colorado
$793K – – –
Federation des caisses Desjardins du Quebec
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$792K +$110K +1,280 +17%
INTECH Investment Management
310
INTECH Investment Management
Florida
$791K -$663K -7,709 -47%
SAM
311
Securian Asset Management
Minnesota
$776K +$12.4K +144 +2%
Crossmark Global Holdings
312
Crossmark Global Holdings
Texas
$771K – – –
VCA
313
Verdence Capital Advisors
Maryland
$757K +$12.4K +144 +2%
IIC
314
Ironwood Investment Counsel
Arizona
$756K -$34.2K -398 -5%
PineStone Asset Management
315
PineStone Asset Management
Quebec, Canada
$748K -$507K -5,900 -41%
Bartlett & Co Wealth Management
316
Bartlett & Co Wealth Management
Ohio
$738K -$858K -9,975 -55%
Glenview Trust
317
Glenview Trust
Kentucky
$718K -$5.16K -60 -0.7%
Panagora Asset Management
318
Panagora Asset Management
Massachusetts
$709K – – –
Sanctuary Advisors
319
Sanctuary Advisors
Indiana
$703K -$55.4K -644 -8%
Schroder Investment Management Group
320
Schroder Investment Management Group
United Kingdom
$695K -$3.19M -37,081 -82%
KCP
321
Kera Capital Partners
California
$691K +$94.5K +1,099 +17%
Truist Financial
322
Truist Financial
North Carolina
$690K +$29.5K +343 +5%
MIM
323
Morningstar Investment Management
Illinois
$686K – – –
Virginia Retirement Systems
324
Virginia Retirement Systems
Virginia
$682K +$654K +7,600 New
Ballentine Partners
325
Ballentine Partners
Massachusetts
$681K +$73.7K +857 +13%