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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Evercore Wealth Management
301
Evercore Wealth Management
New York
$87K – – –
Glenmede Trust
302
Glenmede Trust
Pennsylvania
$85K – – –
O'Shaughnessy Asset Management
303
O'Shaughnessy Asset Management
Connecticut
$78K +$78.4K +1,702 New
Geneos Wealth Management
304
Geneos Wealth Management
Colorado
$76K – – –
Perigon Wealth Management
305
Perigon Wealth Management
California
$69K – – –
Advisor Group
306
Advisor Group
Arizona
$66K -$9.86K -214 -13%
EMG
307
ETF Managers Group
New Jersey
$49K +$49.1K +1,066 New
HT
308
Heritage Trust
Oklahoma
$46K – – –
CMBA
309
C.M. Bidwell & Associates
Hawaii
$42K +$43K +933 New
Huntington National Bank
310
Huntington National Bank
Ohio
$38K – – –
Central Trust Company
311
Central Trust Company
Missouri
$37K – – –
AIM
312
Acrospire Investment Management
Illinois
$36K -$106K -2,300 -74%
CG
313
Cutler Group
California
$33K +$33.8K +735 New
Smithfield Trust
314
Smithfield Trust
Pennsylvania
$29K – – –
Barrow, Hanley, Mewhinney & Strauss
315
Barrow, Hanley, Mewhinney & Strauss
Texas
$29K +$29K +629 New
PCM
316
Prelude Capital Management
New York
$27K -$20.9K -454 -43%
HA
317
Harfst & Associates
Wyoming
$25K – – –
BWP
318
Baldwin Wealth Partners
Massachusetts
$23K – – –
WA
319
WFG Advisors
Texas
$18K -$4.56K -99 -20%
GAM
320
Gemmer Asset Management
California
$17K – – –
IFP Advisors
321
IFP Advisors
Florida
$16K – – –
PCP
322
Proficio Capital Partners
Massachusetts
$15K -$1.84K -40 -11%
IP
323
Isthmus Partners
Wisconsin
$15K -$1.38K -30 -8%
Whittier Trust
324
Whittier Trust
California
$15K -$737 -16 -4%
Brown Brothers Harriman & Co
325
Brown Brothers Harriman & Co
New York
$15K – – –