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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
301
Rockefeller Financial Services
New York
$150K
AIM
302
Acrospire Investment Management
Illinois
$141K -$320K -7,400 -70%
RCM
303
Riverhead Capital Management
Delaware
$141K +$21.6K +500 +19%
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$126K
AFA
305
Abacus FCF Advisors
Florida
$125K +$119K +2,740 New
WTC
306
WhitTier Trust Company
Nevada
$117K -$39.2K -906 -26%
CYG
307
Clean Yield Group
Vermont
$109K +$104K +2,400 New
GS
308
GAM Systematic
United Kingdom
$100K -$155K -3,583 -62%
Mitsubishi UFJ Asset Management
309
Mitsubishi UFJ Asset Management
Japan
$100K -$8.66K -200 -8%
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96K -$8.66K -200 -9%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$94K
EWM
312
Evercore Wealth Management
New York
$86K
GT
313
Glenmede Trust
Pennsylvania
$85K -$17.3K -400 -18%
AG
314
Advisor Group
Arizona
$76K -$1.86K -43 -3%
GWM
315
Geneos Wealth Management
Colorado
$76K
PWM
316
Perigon Wealth Management
California
$69K +$65.5K +1,514 New
PCM
317
Prelude Capital Management
New York
$48K -$151K -3,500 -77%
HT
318
Heritage Trust
Oklahoma
$46K +$43.3K +1,000 New
HNB
319
Huntington National Bank
Ohio
$38K
CTC
320
Central Trust Company
Missouri
$37K -$8.66K -200 -20%
FMA
321
FNY Managed Accounts
New York
$32K +$31.2K +720 New
ST
322
Smithfield Trust
Pennsylvania
$29K
Simplex Trading
323
Simplex Trading
Illinois
$29K +$27.8K +642 New
HA
324
Harfst & Associates
Wyoming
$25K +$24.2K +560 New
BWP
325
Baldwin Wealth Partners
Massachusetts
$23K