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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
OFA
301
Oak Family Advisors
Illinois
$262K +$3.08K +52 +1%
SF
302
Synovus Financial
Georgia
$262K +$9.89K +167 +4%
VBFP
303
Valtinson Bruner Financial Planning
Minnesota
$261K -$16.6K -280 -6%
SFS
304
Stiles Financial Services
Minnesota
$261K +$261K +4,411 New
FHB
305
First Hawaiian Bank
Hawaii
$256K
ACM
306
Azimuth Capital Management
Michigan
$255K
CI Investments Inc
307
CI Investments Inc
Ontario, Canada
$253K -$30.3K -511 -11%
AAS
308
Avantax Advisory Services
Texas
$252K +$252K +4,250 New
WTB
309
Washington Trust Bank
Washington
$249K
BP
310
Ballentine Partners
Massachusetts
$248K
II
311
Inspire Investing
Idaho
$248K +$17.5K +295 +8%
SCA
312
Stonebridge Capital Advisors
Minnesota
$240K
CFA
313
CWS Financial Advisors
Michigan
$229K +$229K +3,864 New
AI
314
Accredited Investors
Minnesota
$228K -$592 -10 -0.3%
Luther King Capital Management (LKCM)
315
Luther King Capital Management (LKCM)
Texas
$227K -$20.7K -349 -8%
SI
316
Stephens Inc
Arkansas
$224K -$712K -12,021 -76%
SOW
317
State of Wyoming
Wyoming
$223K +$185K +3,122 +492%
TAM
318
Trillium Asset Management
Massachusetts
$219K
HWM
319
HB Wealth Management
Georgia
$219K +$218K +3,690 New
B
320
Bailard
California
$218K
AWE
321
Avidian Wealth Enterprises
Texas
$213K +$59 +1 +0%
QPW
322
Quantum Private Wealth
Florida
$213K +$213K +3,598 New
AG
323
Algert Global
California
$212K -$588K -9,930 -74%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$204K +$203K +3,435 New
TC
325
Titleist Capital
Texas
$203K +$202K +3,419 New