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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
PP
326
PrairieView Partners
Minnesota
$314K -$45.9K -753 -14%
IP
327
Isthmus Partners
Wisconsin
$313K
SPIA
328
Steward Partners Investment Advisory
New York
$308K -$61 -1 -0%
KFS
329
Kurt F. Somerville
$306K
HWAM
330
Hennion & Walsh Asset Management
New Jersey
$302K -$7.62K -125 -3%
SFG
331
SNS Financial Group
Minnesota
$298K
OFA
332
Oak Family Advisors
Illinois
$297K +$609 +10 +0.2%
DI
333
DFPG Investments
Utah
$294K -$12.3K -202 -4%
AWS
334
Atria Wealth Solutions
New York
$288K
HTHT
335
Hemenway Trust Hemenway Trust
New Hampshire
$288K -$36.6K -600 -12%
NRD
336
Nebula Research & Development
New York
$285K +$266K +4,366 New
SW
337
SkyOak Wealth
Michigan
$283K -$11.6K -191 -4%
SCA
338
Stonebridge Capital Advisors
Minnesota
$277K
Cerity Partners
339
Cerity Partners
New York
$276K +$33.7K +553 +15%
NIM
340
Northeast Investment Management
Massachusetts
$271K -$20K -328 -7%
GCM
341
Graham Capital Management
Connecticut
$264K -$212K -3,487 -46%
RP
342
Riverwater Partners
Wisconsin
$264K
AI
343
Accredited Investors
Minnesota
$253K +$244 +4 +0.1%
CCM
344
Coldstream Capital Management
Washington
$253K +$236K +3,865 New
WTB
345
Washington Trust Bank
Washington
$251K
TIAA Trust, National Association
346
TIAA Trust, National Association
North Carolina
$250K
Walleye Capital
347
Walleye Capital
New York
$241K -$159K -2,605 -41%
PA
348
Profund Advisors
Maryland
$240K +$224K +3,670 New
AAS
349
Avantax Advisory Services
Texas
$239K -$57.3K -941 -20%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$237K -$17.8K -292 -7%