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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
301
Boothbay Fund Management
New York
$337K +$79.1K +1,258 +32%
Truist Financial
302
Truist Financial
North Carolina
$335K +$322K +5,125 New
SOW
303
State of Wyoming
Wyoming
$324K +$50.7K +807 +19%
PCM
304
Parsons Capital Management
Rhode Island
$323K
DI
305
DFPG Investments
Utah
$319K +$31.9K +508 +12%
IEFM
306
IQ EQ Fund Management
Ireland
$318K +$57.2K +910 +23%
IP
307
Isthmus Partners
Wisconsin
$313K -$24.8K -395 -8%
NERM
308
New England Research & Management
Illinois
$309K -$12.6K -200 -4%
CANY
309
Caxton Associates (New York)
New York
$307K +$295K +4,701 New
SFS
310
Stiles Financial Services
Minnesota
$302K -$15.8K -251 -5%
AAS
311
Avantax Advisory Services
Texas
$300K -$691 -11 -0.2%
EP
312
Edgestream Partners
New Jersey
$300K +$288K +4,588 New
ACM
313
Anfield Capital Management
California
$299K +$288K +4,583 New
HIC
314
Hartline Investment Corp
Illinois
$298K
OFA
315
Oak Family Advisors
Illinois
$296K -$126 -2 -0%
NIM
316
Northeast Investment Management
Massachusetts
$293K -$19.6K -312 -7%
HWM
317
HB Wealth Management
Georgia
$290K +$14.6K +233 +6%
BP
318
Ballentine Partners
Massachusetts
$286K +$22.7K +361 +9%
SFG
319
SNS Financial Group
Minnesota
$285K
SPIA
320
Steward Partners Investment Advisory
New York
$278K +$68.5K +1,090 +34%
PA
321
Profund Advisors
Maryland
$277K -$29.5K -469 -10%
SCA
322
Stonebridge Capital Advisors
Minnesota
$277K
Man Group
323
Man Group
United Kingdom
$275K
II
324
Inspire Investing
Idaho
$273K +$10.9K +173 +4%
Cerity Partners
325
Cerity Partners
New York
$273K +$262K +4,171 New