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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Sendero Wealth Management
Texas
$843K +$172 +2 +0%
SA
302
Sylvest Advisors
Texas
$837K +$11.4K +133 +1%
CAM
303
Cresset Asset Management
Illinois
$831K +$24.5K +285 +3%
DAS
304
Dynamic Advisor Solutions
Arizona
$830K -$33.5K -389 -4%
DT
305
Diversified Trust
Tennessee
$828K -$2.92K -34 -0.4%
Federated Hermes
306
Federated Hermes
Pennsylvania
$809K -$18.9K -220 -2%
Public Employees Retirement Association of Colorado
307
Public Employees Retirement Association of Colorado
Colorado
$793K
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$792K +$110K +1,280 +17%
IIM
309
INTECH Investment Management
Florida
$791K -$663K -7,709 -47%
SAM
310
Securian Asset Management
Minnesota
$776K +$12.4K +144 +2%
CGH
311
Crossmark Global Holdings
Texas
$771K
VCA
312
Verdence Capital Advisors
Maryland
$757K +$12.4K +144 +2%
IIC
313
Ironwood Investment Counsel
Arizona
$756K -$34.2K -398 -5%
PAM
314
PineStone Asset Management
Quebec, Canada
$748K -$507K -5,900 -41%
BCWM
315
Bartlett & Co Wealth Management
Ohio
$738K -$858K -9,975 -55%
GT
316
Glenview Trust
Kentucky
$718K -$5.16K -60 -0.7%
PAM
317
Panagora Asset Management
Massachusetts
$709K
SA
318
Sanctuary Advisors
Indiana
$703K -$55.4K -644 -8%
Schroder Investment Management Group
319
Schroder Investment Management Group
United Kingdom
$695K -$3.19M -37,081 -82%
KCP
320
Kera Capital Partners
California
$691K +$94.5K +1,099 +17%
Truist Financial
321
Truist Financial
North Carolina
$690K +$29.5K +343 +5%
MIM
322
Morningstar Investment Management
Illinois
$686K
VRS
323
Virginia Retirement Systems
Virginia
$682K +$654K +7,600 New
BP
324
Ballentine Partners
Massachusetts
$681K +$73.7K +857 +13%
ETC
325
Exchange Traded Concepts
Oklahoma
$673K +$437K +5,084 +211%