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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
MSI Financial Services
301
MSI Financial Services
Massachusetts
$11K -$1.82K -50 -14%
AssetMark Inc
302
AssetMark Inc
California
$11K +$291 +8 +3%
WCBA
303
Weaver C. Barksdale & Associates
Tennessee
$11K +$510 +14 +5%
Benjamin F. Edwards & Company
304
Benjamin F. Edwards & Company
Missouri
$11K +$8.3K +228 +326%
WA
305
WFG Advisors
Texas
$11K +$11K +301 New
PCP
306
Proficio Capital Partners
Massachusetts
$10K – – –
Whittier Trust
307
Whittier Trust
California
$9K -$102K -2,810 -92%
AF
308
Arrow Financial
New York
$8K – – –
JFA
309
JNBA Financial Advisors
Minnesota
$8K +$291 +8 +4%
SignatureFD
310
SignatureFD
Georgia
$8K +$8.09K +222 New
TCM
311
TD Capital Management
Tennessee
$7K +$7.28K +200 New
Fred Alger Management
312
Fred Alger Management
New York
$5K – – –
MCM
313
Manchester Capital Management
Vermont
$4K – – –
NFG
314
Next Financial Group
Texas
$4K – – –
Bessemer Group
315
Bessemer Group
New Jersey
$3K – – –
CHC
316
City Holding Co
West Virginia
$3K – – –
WRM
317
Westport Resources Management
Connecticut
$2K -$1.46K -40 -40%
FANJ
318
Financial Architects (New Jersey)
New Jersey
$2K – – –
FineMark National Bank & Trust
319
FineMark National Bank & Trust
Florida
$2K – – –
WP
320
WealthPLAN Partners
Nebraska
$1.16K +$1.17K +32 New
QS Investors
321
QS Investors
New York
$1K – – –
Quadrant Capital Group
322
Quadrant Capital Group
Ohio
$1K – – –
Columbia Wanger Asset Management
323
Columbia Wanger Asset Management
Illinois
– -$26M -755,750 Closed
Generation Investment Management
324
Generation Investment Management
United Kingdom
– -$24.1M -700,000 Closed
RCMC
325
RK Capital Management (Colorado)
Colorado
– -$10.5M -305,600 Closed