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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Parallel Advisors
301
Parallel Advisors
California
$42K – – –
AIM
302
Advantage Investment Management
Iowa
$42K +$145 +3 +0.4%
Central Trust Company
303
Central Trust Company
Missouri
$41K – – –
Penserra Capital Management
304
Penserra Capital Management
California
$36K -$3.43K -71 -9%
SWM
305
SeaCrest Wealth Management
New York
$35K – – –
CX Institutional
306
CX Institutional
Indiana
$32K +$30.8K +638 New
RTC
307
Riverview Trust Company
Washington
$31K – – –
DWA
308
Dougherty Wealth Advisers
Minnesota
$26K – – –
WF
309
WealthTrust Fairport
Ohio
$25K +$24.1K +500 New
Pathstone Family Office
310
Pathstone Family Office
New Jersey
$23K +$21.7K +450 New
AQA
311
Alpha Quant Advisors
Texas
$19K +$18K +372 New
GAM
312
Gemmer Asset Management
California
$18K – – –
PCP
313
Proficio Capital Partners
Massachusetts
$15K -$145 -3 -1%
PK
314
Pflug Koory
Nebraska
$15K – – –
ME
315
McIlrath & Eck
Washington
$14K -$8.45K -175 -39%
Covington Capital Management
316
Covington Capital Management
California
$14K – – –
IWP
317
Icon Wealth Partners
Texas
$14K +$13.5K +280 New
TL
318
TrueWealth LLC
Georgia
$11K – – –
TCM
319
TD Capital Management
Tennessee
$10K – – –
RE
320
RBC Europe
United Kingdom
$9.81K – – –
Shelton Capital Management
321
Shelton Capital Management
Colorado
$9.18K -$421K -8,724 -95%
JCM
322
Jacobi Capital Management
Pennsylvania
$9K – – –
VCM
323
Versant Capital Management
Arizona
$7K -$435 -9 -6%
Quadrant Capital Group
324
Quadrant Capital Group
Ohio
$7K – – –
APA
325
American Portfolios Advisors
New York
$5.18K +$48 +1 +1%