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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
First Horizon Advisors
326
First Horizon Advisors
Tennessee
$5K +$707 +13 +14%
SL
327
Savior LLC
Massachusetts
$5K +$4.41K +81 New
CT
328
Caldwell Trust
Florida
$4.96K +$4.68K +86 New
Benjamin F. Edwards & Company
329
Benjamin F. Edwards & Company
Missouri
$4K – – –
CMBA
330
C.M. Bidwell & Associates
Hawaii
$4K – – –
CFN
331
Cordasco Financial Network
Florida
$4K – – –
EARNEST Partners
332
EARNEST Partners
Georgia
$4K – – –
SWM
333
Sugarloaf Wealth Management
Georgia
$4K +$3.7K +68 New
Orion Portfolio Solutions
334
Orion Portfolio Solutions
Nebraska
$3K +$2.45K +45 New
WQ
335
Wealth Quarterback
New Jersey
$2.82K +$2.67K +49 New
CX Institutional
336
CX Institutional
Indiana
$2K -$2.5K -46 -53%
CBT
337
Capital Bank & Trust
California
$2K -$2.18K -40 -54%
EFSCE
338
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
HGWM
339
Harvest Group Wealth Management
Massachusetts
$2K – – –
FP
340
Financial Perspectives
Minnesota
$1.27K +$1.2K +22 New
RWM
341
Raffa Wealth Management
District of Columbia
$1.09K – – –
WAP
342
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
Thompson Siegel & Walmsley
343
Thompson Siegel & Walmsley
Virginia
$1K +$1.09K +20 New
Trexquant Investment
344
Trexquant Investment
Connecticut
– -$1.8M -34,584 Closed
PP
345
Paloma Partners
Connecticut
– -$1.42M -27,167 Closed
D.E. Shaw & Co
346
D.E. Shaw & Co
New York
– -$1.4M -26,855 Closed
Employees Retirement System of Texas
347
Employees Retirement System of Texas
Texas
– -$1.19M -22,900 Closed
Squarepoint
348
Squarepoint
New York
– -$973K -18,691 Closed
BAM
349
Blueshift Asset Management
New Jersey
– -$936K -17,963 Closed
GCP
350
GSA Capital Partners
United Kingdom
– -$918K -17,631 Closed