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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Maryland State Retirement & Pension System
351
Maryland State Retirement & Pension System
Maryland
$504K – – –
VCM
352
Versant Capital Management
Arizona
$493K +$36.1K +420 +8%
Martingale Asset Management
353
Martingale Asset Management
Massachusetts
$488K -$547K -6,355 -54%
Welch & Forbes
354
Welch & Forbes
Massachusetts
$485K – – –
Azimuth Capital Investment Management
355
Azimuth Capital Investment Management
Michigan
$480K – – –
ATC
356
Argent Trust Co
Tennessee
$480K +$28K +325 +6%
DnB Asset Management
357
DnB Asset Management
Norway
$480K -$47.1K -547 -9%
Farther Finance Advisors
358
Farther Finance Advisors
California
$471K -$71.7K -834 -14%
AlphaCore Capital
359
AlphaCore Capital
California
$470K +$451K +5,239 New
TIAA-CREF Individual & Institutional Services
360
TIAA-CREF Individual & Institutional Services
New York
$460K -$9.12K -106 -2%
Diversify Wealth Management
361
Diversify Wealth Management
Utah
$459K +$67.4K +783 +19%
Diversify Advisory Services
362
Diversify Advisory Services
Utah
$459K +$423K +4,923 New
ICP
363
Impact Capital Partners
Colorado
$456K +$13.2K +153 +3%
AF
364
Affiance Financial
Minnesota
$455K +$1.29K +15 +0.3%
MGO One Seven
365
MGO One Seven
Ohio
$455K +$153K +1,783 +54%
OIS
366
Okabena Investment Services
Minnesota
$451K – – –
RGC
367
Roberts, Glore & Co
Illinois
$449K – – –
PCM
368
Parsons Capital Management
Rhode Island
$444K – – –
Janney Montgomery Scott
369
Janney Montgomery Scott
Pennsylvania
$441K -$180K -2,094 -30%
Arax Advisory Partners
370
Arax Advisory Partners
Colorado
$440K +$167K +1,947 +66%
Laird Norton Wetherby Trust Company
371
Laird Norton Wetherby Trust Company
Washington
$439K +$34.7K +403 +9%
AE Wealth Management
372
AE Wealth Management
Kansas
$432K +$414K +4,816 New
BWM
373
Bernicke Wealth Management
Wisconsin
$432K -$29.8K -346 -7%
FIB
374
First Interstate Bank
Montana
$431K – – –
CWP
375
Curated Wealth Partners
California
$426K -$27.9K -324 -6%