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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
BA
351
Ballast Advisors
Minnesota
$203K
CFA
352
CWS Financial Advisors
Michigan
$201K -$20.4K -330 -9%
WTC
353
WhitTier Trust Company
Nevada
$183K
MIA
354
Milestone Investment Advisors
Wisconsin
$174K +$180K +2,910 New
PI
355
PEAK6 Investments
Illinois
$140K +$145K +2,343 New
NCM
356
Northwest Capital Management
Oregon
$137K
WT
357
Whittier Trust
California
$131K -$6.62K -107 -5%
CI Investments Inc
358
CI Investments Inc
Ontario, Canada
$128K +$2.23K +36 +2%
IPW
359
Impact Partnership Wealth
Georgia
$119K +$123K +1,988 New
KBC Group
360
KBC Group
Belgium
$116K +$120K +1,946 New
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K
Point72 Asset Management
362
Point72 Asset Management
Connecticut
$111K +$82.6K +1,335 +257%
JWM
363
Janiczek Wealth Management
Colorado
$103K +$10.7K +173 +11%
BSB
364
Bangor Savings Bank
Maine
$98.6K
IA
365
IFP Advisors
Florida
$95.1K +$56K +904 +131%
BEI
366
Benjamin Edwards Inc
Missouri
$88K -$2.23K -36 -2%
AF
367
Advisornet Financial
Minnesota
$85.2K -$20.1K -325 -19%
HI
368
Harbour Investments
Wisconsin
$79K +$2.04K +33 +3%
C
369
Covestor
United Kingdom
$75K +$14.5K +234 +23%
UFF
370
USA Financial Formulas
Michigan
$73.8K
KI
371
Kapitalo Investimentos
Brazil
$65K -$188K -3,033 -74%
MCM
372
Manchester Capital Management
Vermont
$62.9K
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$59.7K
PCFFS
374
Pacific Center for Financial Services
California
$59.6K +$61.9K +1,000 New
TPCW
375
TD Private Client Wealth
New York
$57.6K +$14.4K +233 +32%