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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
326
Personal Wealth Partners
Minnesota
$8K +$297 +6 +4%
Quadrant Capital Group
327
Quadrant Capital Group
Ohio
$7K -$34.5K -696 -80%
VCM
328
Versant Capital Management
Arizona
$7K – – –
TL
329
TrueWealth LLC
Georgia
$6K – – –
APA
330
American Portfolios Advisors
New York
$5.44K – – –
CAW
331
Cornerstone Advisors (Washington)
Washington
$5K +$2.38K +48 +117%
FPB
332
First PREMIER Bank
South Dakota
$5K +$4.95K +100 New
CX Institutional
333
CX Institutional
Indiana
$4K -$2.08K -42 -33%
CMBA
334
C.M. Bidwell & Associates
Hawaii
$4K – – –
CFN
335
Cordasco Financial Network
Florida
$4K – – –
EARNEST Partners
336
EARNEST Partners
Georgia
$4K – – –
Huntington National Bank
337
Huntington National Bank
Ohio
$4K – – –
First Horizon Advisors
338
First Horizon Advisors
Tennessee
$4K +$792 +16 +22%
CBT
339
Capital Bank & Trust
California
$4K +$3.66K +74 New
Benjamin F. Edwards & Company
340
Benjamin F. Edwards & Company
Missouri
$3K -$2.03K -41 -39%
GWAG
341
Garrett Wealth Advisory Group
Texas
$2.66K +$2.52K +51 New
TCI Wealth Advisors
342
TCI Wealth Advisors
Arizona
$2K +$1.63K +33 New
HGWM
343
Harvest Group Wealth Management
Massachusetts
$2K +$2.08K +42 New
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2.23K +45 New
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$1K – – –
EFSCE
346
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
WAP
347
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
RWM
348
Raffa Wealth Management
District of Columbia
$990 +$940 +19 New
Lazard Asset Management
349
Lazard Asset Management
New York
– -$2.53M -49,697 Closed
Wellington Management Group
350
Wellington Management Group
Massachusetts
– -$1.41M -27,744 Closed