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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
BF
301
BOK Financial
Oklahoma
$235K +$222K +4,206 New
WTB
302
Washington Trust Bank
Washington
$235K +$222K +4,208 New
Lido Advisors
303
Lido Advisors
California
$233K +$221K +4,185 New
Luther King Capital Management (LKCM)
304
Luther King Capital Management (LKCM)
Texas
$231K +$218K +4,128 New
SFS
305
Sowell Financial Services
Arkansas
$223K +$19K +360 +10%
AI
306
Accredited Investors
Minnesota
$220K +$208K +3,936 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
307
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$212K +$47.7K +904 +31%
TAM
308
Trillium Asset Management
Massachusetts
$206K +$195K +3,688 New
GT
309
Glenview Trust
Kentucky
$201K +$190K +3,600 New
CFA
310
CWS Financial Advisors
Michigan
$200K +$189K +3,572 New
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$197K +$113K +2,141 +154%
CFB
312
Cullen/Frost Bankers
Texas
$196K
FC
313
FORA Capital
Florida
$170K +$160K +3,041 New
PWM
314
Perigon Wealth Management
California
$168K +$159K +3,009 New
WTC
315
WhitTier Trust Company
Nevada
$140K
QT
316
Quantbot Technologies
New York
$139K +$131K +2,488 New
Skandinaviska Enskilda Banken (SEB)
317
Skandinaviska Enskilda Banken (SEB)
Sweden
$129K -$375K -7,100 -76%
EW
318
Evoke Wealth
California
$112K
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$103K
PCG
320
Private Capital Group
Connecticut
$103K
SPIA
321
Steward Partners Investment Advisory
New York
$99K +$36.9K +700 +65%
GWM
322
Geneos Wealth Management
Colorado
$75K
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$61K +$52K +986 +896%
CFGS
324
Concourse Financial Group Securities
Alabama
$57K
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K +$52.8K +1,000 New