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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
EI
301
Ellevest Inc
New York
$359K +$159K +2,537 +79%
ST
302
Sabal Trust
Florida
$358K – – –
Cetera Advisor Networks
303
Cetera Advisor Networks
California
$354K +$97.3K +1,556 +38%
SOW
304
State of Wyoming
Wyoming
$353K +$43.5K +696 +14%
Laird Norton Wetherby Wealth Management
305
Laird Norton Wetherby Wealth Management
California
$350K -$2.25K -36 -0.6%
DI
306
DFPG Investments
Utah
$349K +$43.4K +694 +14%
PP
307
PrairieView Partners
Minnesota
$347K +$300K +4,800 +637%
Y-Intercept (HK)
308
Y-Intercept (HK)
Hong Kong
$345K -$146K -2,330 -30%
Great Valley Advisor Group
309
Great Valley Advisor Group
Delaware
$339K – – –
HTHT
310
Hemenway Trust Hemenway Trust
New Hampshire
$331K -$18.8K -300 -5%
OQS
311
Occudo Quantitative Strategies
Florida
$330K +$331K +5,283 New
EP
312
Edgestream Partners
New Jersey
$329K +$41.9K +669 +15%
KFS
313
Kurt F. Somerville
$328K -$7.82K -125 -2%
Inspire Investing
314
Inspire Investing
Idaho
$314K +$53.4K +854 +20%
PCM
315
Parsons Capital Management
Rhode Island
$309K – – –
MM
316
MQS Management
New York
$307K +$307K +4,910 New
Truist Financial
317
Truist Financial
North Carolina
$304K -$16.2K -259 -5%
Tidal Investments
318
Tidal Investments
Wisconsin
$301K +$78.1K +1,248 +35%
IP
319
Isthmus Partners
Wisconsin
$300K – – –
HWAM
320
Hennion & Walsh Asset Management
New Jersey
$299K +$42K +672 +16%
HB Wealth Management
321
HB Wealth Management
Georgia
$297K +$19.4K +310 +7%
Avantax Advisory Services
322
Avantax Advisory Services
Texas
$295K +$8.26K +132 +3%
Caxton Associates (New York)
323
Caxton Associates (New York)
New York
$294K – – –
ACM
324
Anfield Capital Management
California
$286K – – –
HIC
325
Hartline Investment Corp
Illinois
$285K – – –