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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Cullen/Frost Bankers
326
Cullen/Frost Bankers
Texas
$145K -$59.8K -1,000 -29%
Maverick Capital
327
Maverick Capital
Texas
$139K +$142K +2,383 New
Whittier Trust
328
Whittier Trust
California
$139K +$143K +2,385 New
Simplex Trading
329
Simplex Trading
Illinois
$128K +$132K +2,214 New
EW
330
Evoke Wealth
California
$117K +$60 +1 +0%
PCG
331
Private Capital Group
Connecticut
$107K – – –
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
Steward Partners Investment Advisory
333
Steward Partners Investment Advisory
New York
$88.5K -$15.3K -256 -14%
Geneos Wealth Management
334
Geneos Wealth Management
Colorado
$80K – – –
Harbour Investments
335
Harbour Investments
Wisconsin
$71K +$73.2K +1,225 New
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$65K +$38.8K +649 +137%
CFGS
337
Concourse Financial Group Securities
Alabama
$60K – – –
JFGIW
338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K – – –
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$56K +$1.44K +24 +3%
O'Shaughnessy Asset Management
340
O'Shaughnessy Asset Management
Connecticut
$52K -$12K -200 -18%
TWM
341
Tradition Wealth Management
Minnesota
$48K +$60 +1 +0.1%
Central Trust Company
342
Central Trust Company
Missouri
$47K – – –
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$46K +$33.8K +566 +257%
CCA
344
Column Capital Advisors
Indiana
$45K – – –
PP
345
PrairieView Partners
Minnesota
$44K – – –
GG
346
Gleason Group
Kentucky
$43K +$120 +2 +0.3%
SIM
347
Sonora Investment Management
Arizona
$41K – – –
PFMU
348
Privium Fund Management (UK)
United Kingdom
$38K – – –
IFP Advisors
349
IFP Advisors
Florida
$37K -$2.33K -39 -6%
RTC
350
Riverview Trust Company
Washington
$36K – – –