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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
RP
326
Riverwater Partners
Wisconsin
$284K -$40.2K -643 -12%
OFA
327
Oak Family Advisors
Illinois
$283K
NIM
328
Northeast Investment Management
Massachusetts
$280K -$188 -3 -0.1%
Lido Advisors
329
Lido Advisors
California
$279K -$2.25M -35,898 -89%
BP
330
Ballentine Partners
Massachusetts
$278K +$4.69K +75 +2%
SFG
331
SNS Financial Group
Minnesota
$273K
SPIA
332
Steward Partners Investment Advisory
New York
$270K +$3.94K +63 +1%
SCA
333
Stonebridge Capital Advisors
Minnesota
$265K
BFM
334
Boothbay Fund Management
New York
$265K -$57.4K -918 -18%
Cerity Partners
335
Cerity Partners
New York
$262K +$1.25K +20 +0.5%
PRC
336
Pearl River Capital
Michigan
$259K +$260K +4,148 New
Mitsubishi UFJ Trust & Banking
337
Mitsubishi UFJ Trust & Banking
Japan
$259K +$4.75K +76 +2%
KI
338
Kapitalo Investimentos
Brazil
$258K +$258K +4,123 New
MKC
339
M. Kraus & Co
Vermont
$251K
TF
340
TIAA FSB
Florida
$245K -$4.82K -77 -2%
AI
341
Accredited Investors
Minnesota
$242K +$500 +8 +0.2%
WTB
342
Washington Trust Bank
Washington
$240K
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$238K +$144K +2,294 +151%
Cambridge Investment Research Advisors
344
Cambridge Investment Research Advisors
Iowa
$237K -$8.26K -132 -3%
VBFP
345
Valtinson Bruner Financial Planning
Minnesota
$235K -$5K -80 -2%
PA
346
Profund Advisors
Maryland
$234K -$31.2K -498 -12%
V
347
Veritable
Delaware
$232K
SFS
348
Stiles Financial Services
Minnesota
$232K -$56.8K -908 -20%
CFA
349
CWS Financial Advisors
Michigan
$232K
VI
350
Vestcor Inc
New Brunswick, Canada
$231K