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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
351
Luther King Capital Management (LKCM)
Texas
$230K -$9.38K -150 -4%
WANY
352
Wealthspire Advisors (New York)
New York
$228K -$6.82K -109 -3%
TAM
353
Trillium Asset Management
Massachusetts
$225K
QPW
354
Quantum Private Wealth
Florida
$225K
EWA
355
Encompass Wealth Advisors
Oregon
$219K
WG
356
Winton Group
United Kingdom
$219K -$628K -10,039 -74%
LFP
357
Leeward Financial Partners
Washington
$218K -$218K -3,482 -50%
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$217K -$25.5K -408 -11%
CIBC Asset Management
359
CIBC Asset Management
Ontario, Canada
$214K
BA
360
Ballast Advisors
Minnesota
$213K
Janney Montgomery Scott
361
Janney Montgomery Scott
Pennsylvania
$206K -$31K -496 -13%
SI
362
Stephens Inc
Arkansas
$202K -$4.44K -71 -2%
Bank of Nova Scotia
363
Bank of Nova Scotia
Ontario, Canada
$201K -$4.32K -69 -2%
AWE
364
Avidian Wealth Enterprises
Texas
$200K
PIM
365
Penobscot Investment Management
Massachusetts
$200K
WTC
366
WhitTier Trust Company
Nevada
$192K
WT
367
Whittier Trust
California
$145K -$1.63K -26 -1%
NCM
368
Northwest Capital Management
Oregon
$144K +$144K +2,298 New
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$132K +$8.7K +139 +7%
JFGIW
370
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K -$293K -4,690 -71%
AF
371
Advisornet Financial
Minnesota
$110K +$20.2K +323 +23%
BSB
372
Bangor Savings Bank
Maine
$103K +$25.7K +411 +33%
JWM
373
Janiczek Wealth Management
Colorado
$97.4K
BEI
374
Benjamin Edwards Inc
Missouri
$94K -$20K -320 -17%
PI
375
PineBridge Investments
New York
$87K +$87K +1,391 New