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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Penserra Capital Management
California
$25K +$5K +126 +27%
BWP
327
Baldwin Wealth Partners
Massachusetts
$21K
VCM
328
Versant Capital Management
Arizona
$17K
MFS
329
MSI Financial Services
Massachusetts
$16K +$3.25K +82 +27%
GAM
330
Gemmer Asset Management
California
$15K
IP
331
Isthmus Partners
Wisconsin
$15K
IA
332
IFP Advisors
Florida
$15K +$40 +1 +0.3%
BBHC
333
Brown Brothers Harriman & Co
New York
$14K
Fuller & Thaler Asset Management
334
Fuller & Thaler Asset Management
California
$14K
HPBT
335
High Point Bank & Trust
North Carolina
$14K
WA
336
WFG Advisors
Texas
$13K +$79 +2 +0.7%
PK
337
Pflug Koory
Nebraska
$13K +$11.9K +300 New
WCBA
338
Weaver C. Barksdale & Associates
Tennessee
$12K
AssetMark Inc
339
AssetMark Inc
California
$11K -$1.11K -28 -10%
PCP
340
Proficio Capital Partners
Massachusetts
$11K
WT
341
Whittier Trust
California
$10K
AIL
342
AGF Investments LLC
Ontario, Canada
$10K +$9.28K +234 New
AF
343
Arrow Financial
New York
$9K
TCM
344
TD Capital Management
Tennessee
$8K +$40 +1 +0.5%
PA
345
Parallel Advisors
California
$8K +$7.74K +195 New
FAM
346
Fred Alger Management
New York
$6K
FANJ
347
Financial Architects (New Jersey)
New Jersey
$6K +$3.29K +83 +138%
SPIA
348
Steward Partners Investment Advisory
New York
$6K +$6.43K +162 New
NFG
349
Next Financial Group
Texas
$5K
MCM
350
Manchester Capital Management
Vermont
$4K