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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Trillium Asset Management
301
Trillium Asset Management
Massachusetts
$234K – – –
Glenview Trust
302
Glenview Trust
Kentucky
$229K – – –
Avidian Wealth Enterprises
303
Avidian Wealth Enterprises
Texas
$228K +$1.79K +29 +0.8%
CFA
304
CWS Financial Advisors
Michigan
$227K – – –
VI
305
Versor Investments
New York
$224K +$218K +3,527 New
IRF
306
IBM Retirement Fund
New York
$220K -$49.6K -802 -19%
Bailard
307
Bailard
California
$220K – – –
BA
308
Ballast Advisors
Minnesota
$216K +$210K +3,403 New
RegentAtlantic Capital
309
RegentAtlantic Capital
New Jersey
$212K +$206K +3,330 New
Quantinno Capital Management
310
Quantinno Capital Management
New York
$211K +$205K +3,325 New
Veritable
311
Veritable
Delaware
$206K +$200K +3,244 New
Y-Intercept (HK)
312
Y-Intercept (HK)
Hong Kong
$204K +$198K +3,209 New
BCA
313
Bay Colony Advisors
Massachusetts
$203K +$197K +3,193 New
PIM
314
Penobscot Investment Management
Massachusetts
$203K +$198K +3,200 New
Cullen/Frost Bankers
315
Cullen/Frost Bankers
Texas
$179K +$19.3K +313 +13%
Whittier Trust
316
Whittier Trust
California
$149K -$3.09K -50 -2%
Skandinaviska Enskilda Banken (SEB)
317
Skandinaviska Enskilda Banken (SEB)
Sweden
$146K -$470K -7,600 -77%
Quantbot Technologies
318
Quantbot Technologies
New York
$129K +$126K +2,036 New
EW
319
Evoke Wealth
California
$127K – – –
PCG
320
Private Capital Group
Connecticut
$117K – – –
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
Steward Partners Investment Advisory
322
Steward Partners Investment Advisory
New York
$97K – – –
Harbour Investments
323
Harbour Investments
Wisconsin
$91K +$12.4K +201 +16%
Geneos Wealth Management
324
Geneos Wealth Management
Colorado
$82K – – –
Fred Alger Management
325
Fred Alger Management
New York
$74K +$71.7K +1,160 New