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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$65K -$6.3K -102 -9%
CFGS
327
Concourse Financial Group Securities
Alabama
$65K
JFGIW
328
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$64K +$7.23K +117 +13%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$62K +$1.48K +24 +2%
TWM
331
Tradition Wealth Management
Minnesota
$52K +$62 +1 +0.1%
SOW
332
State of Wyoming
Wyoming
$52K +$50.7K +820 New
CTC
333
Central Trust Company
Missouri
$51K
CCA
334
Column Capital Advisors
Indiana
$50K +$803 +13 +2%
ADL
335
Asset Dedication LLC
California
$50K +$46.4K +750 New
PP
336
PrairieView Partners
Minnesota
$48K
GG
337
Gleason Group
Kentucky
$48K +$185 +3 +0.4%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$46K -$3.46K -56 -7%
SIM
339
Sonora Investment Management
Arizona
$44K
ST
340
Sageworth Trust
Pennsylvania
$44K +$43.3K +700 New
IA
341
IFP Advisors
Florida
$39K -$680 -11 -2%
RTC
342
Riverview Trust Company
Washington
$39K
MA
343
MUFG Americas
New York
$38K
JCM
344
Jacobi Capital Management
Pennsylvania
$38K +$124 +2 +0.3%
HPC
345
HM Payson & Co
Maine
$37K +$32K +518 +719%
FF
346
FourThought Financial
Florida
$28K
S
347
SignatureFD
Georgia
$27K
WWM
348
Wolff Wiese Magana
California
$26K +$865 +14 +3%
CAGAS
349
Capital Advisory Group Advisory Services
Minnesota
$25K
MAM
350
Meeder Asset Management
Ohio
$24K +$3.21K +52 +16%