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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
301
Mosaic Family Wealth
Missouri
$31K +$10.7K +231 +50%
BCM
302
Brasada Capital Management
Texas
$29K -$9.69K -210 -24%
PHK
303
Point72 Hong Kong
Hong Kong
$25K +$1.43K +31 +6%
BWP
304
Baldwin Wealth Partners
Massachusetts
$23K – – –
ME
305
McIlrath & Eck
Washington
$22K – – –
Synovus Financial
306
Synovus Financial
Georgia
$21K – – –
Barrow, Hanley, Mewhinney & Strauss
307
Barrow, Hanley, Mewhinney & Strauss
Texas
$17K -$14K -303 -45%
GAM
308
Gemmer Asset Management
California
$17K – – –
IP
309
Isthmus Partners
Wisconsin
$15K – – –
PK
310
Pflug Koory
Nebraska
$14K – – –
PCP
311
Proficio Capital Partners
Massachusetts
$14K – – –
IWP
312
Icon Wealth Partners
Texas
$14K +$14.2K +307 New
Covington Capital Management
313
Covington Capital Management
California
$13K – – –
OWA
314
One Wealth Advisors
California
$13K – – –
TL
315
TrueWealth LLC
Georgia
$10K – – –
JA
316
JOYN Advisors
Georgia
$10K +$7.38K +160 +281%
AF
317
Arrow Financial
New York
$9K – – –
TCM
318
TD Capital Management
Tennessee
$9K – – –
RE
319
RBC Europe
United Kingdom
$8.84K – – –
JCM
320
Jacobi Capital Management
Pennsylvania
$8K +$46 +1 +0.6%
VCM
321
Versant Capital Management
Arizona
$7K – – –
Quadrant Capital Group
322
Quadrant Capital Group
Ohio
$6K +$462 +10 +6%
Huntington National Bank
323
Huntington National Bank
Ohio
$6K +$923 +20 +18%
SMFS
324
Squar Milner Financial Services
California
$5K +$4.99K +108 New
APA
325
American Portfolios Advisors
New York
$4.62K – – –