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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
326
Laird Norton Wetherby Wealth Management
California
$420K
ST
327
Sabal Trust
Florida
$418K
TRCT
328
Tower Research Capital (TRC)
New York
$418K -$881K -12,955 -70%
TIAA Trust, National Association
329
TIAA Trust, National Association
North Carolina
$409K +$112K +1,653 +43%
GVAG
330
Great Valley Advisor Group
Delaware
$408K -$2.38K -35 -0.6%
SOW
331
State of Wyoming
Wyoming
$405K -$59.9K -881 -14%
FNBOO
332
First National Bank of Omaha
Nebraska
$396K
SCM
333
Shelton Capital Management
Colorado
$389K
WANY
334
Wealthspire Advisors (New York)
New York
$381K +$9.52K +140 +3%
PCM
335
Parsons Capital Management
Rhode Island
$370K
BP
336
Ballentine Partners
Massachusetts
$369K -$5.65K -83 -2%
Truist Financial
337
Truist Financial
North Carolina
$365K +$952 +14 +0.3%
PP
338
PrairieView Partners
Minnesota
$359K
II
339
Inspire Investing
Idaho
$359K -$73.1K -1,074 -18%
IP
340
Isthmus Partners
Wisconsin
$358K
SAM
341
Shell Asset Management
Netherlands
$355K -$33.5K -492 -9%
KFS
342
Kurt F. Somerville
$345K -$3.4K -50 -1%
SW
343
SkyOak Wealth
Michigan
$341K +$15.5K +228 +5%
HWAM
344
Hennion & Walsh Asset Management
New Jersey
$340K -$4.83K -71 -2%
SFG
345
SNS Financial Group
Minnesota
$340K
OFA
346
Oak Family Advisors
Illinois
$339K
AWS
347
Atria Wealth Solutions
New York
$334K +$4.76K +70 +2%
SPIA
348
Steward Partners Investment Advisory
New York
$327K -$22.2K -326 -7%
Bank of Nova Scotia
349
Bank of Nova Scotia
Ontario, Canada
$327K -$152K -2,231 -34%
MML Investors Services
350
MML Investors Services
Massachusetts
$326K +$297K +4,367 New