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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
301
IFP Advisors
Florida
$39K +$2.99K +55 +9%
RTC
302
Riverview Trust Company
Washington
$35K – – –
DWA
303
Dougherty Wealth Advisers
Minnesota
$30K – – –
EI
304
Ellevest Inc
New York
$27K +$25.9K +476 New
Citizens Financial Group
305
Citizens Financial Group
Rhode Island
$25K +$23.5K +432 New
GAM
306
Gemmer Asset Management
California
$21K – – –
CIA
307
CSat Investment Advisory
Michigan
$20K +$2.29K +42 +14%
PK
308
Pflug Koory
Nebraska
$17K – – –
AWA
309
Artemis Wealth Advisors
New York
$16.1K +$15.2K +280 New
ME
310
McIlrath & Eck
Washington
$16K – – –
MAM
311
Meeder Asset Management
Ohio
$14K -$35.8K -658 -74%
TCM
312
TD Capital Management
Tennessee
$12K – – –
Steward Partners Investment Advisory
313
Steward Partners Investment Advisory
New York
$11K – – –
JCM
314
Jacobi Capital Management
Pennsylvania
$10K – – –
Quadrant Capital Group
315
Quadrant Capital Group
Ohio
$9K – – –
RIA
316
Realta Investment Advisors
Delaware
$9K – – –
VAIA
317
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.82K +162 New
CAW
318
Cornerstone Advisors (Washington)
Washington
$8K +$2.29K +42 +47%
VCM
319
Versant Capital Management
Arizona
$7K -$599 -11 -8%
APA
320
American Portfolios Advisors
New York
$6.04K +$54 +1 +1%
FPB
321
First PREMIER Bank
South Dakota
$6K – – –
TL
322
TrueWealth LLC
Georgia
$6K – – –
O'Shaughnessy Asset Management
323
O'Shaughnessy Asset Management
Connecticut
$5K -$335K -6,147 -99%
Smithfield Trust
324
Smithfield Trust
Pennsylvania
$5K -$75.3K -1,383 -95%
Huntington National Bank
325
Huntington National Bank
Ohio
$5K – – –