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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
351
Trillium Asset Management
Massachusetts
$236K
VF
352
Vest Financial
Virginia
$234K +$218K +3,582 New
SFS
353
Stiles Financial Services
Minnesota
$230K -$12.3K -202 -5%
QPW
354
Quantum Private Wealth
Florida
$229K -$5.3K -87 -2%
MKC
355
M. Kraus & Co
Vermont
$229K -$15.7K -258 -7%
EWA
356
Encompass Wealth Advisors
Oregon
$229K
LFP
357
Leeward Financial Partners
Washington
$228K
VBFP
358
Valtinson Bruner Financial Planning
Minnesota
$225K -$8.53K -140 -4%
CIBC Asset Management
359
CIBC Asset Management
Ontario, Canada
$224K
Luther King Capital Management (LKCM)
360
Luther King Capital Management (LKCM)
Texas
$221K -$18.3K -300 -8%
BA
361
Ballast Advisors
Minnesota
$216K -$6.03K -99 -3%
SI
362
Stephens Inc
Arkansas
$211K +$197K +3,227 New
AWE
363
Avidian Wealth Enterprises
Texas
$209K +$195K +3,200 New
PIM
364
Penobscot Investment Management
Massachusetts
$209K +$195K +3,200 New
HHAA
365
Henry H. Armstrong Associates
Pennsylvania
$207K +$193K +3,175 New
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$207K +$193K +3,172 New
CIC
367
Carnegie Investment Counsel
Ohio
$203K +$189K +3,100 New
OAM
368
Oxford Asset Management
United Kingdom
$201K +$187K +3,072 New
WTC
369
WhitTier Trust Company
Nevada
$192K -$8.77K -144 -5%
NCM
370
Northwest Capital Management
Oregon
$150K
CI Investments Inc
371
CI Investments Inc
Ontario, Canada
$147K +$6.7K +110 +5%
WT
372
Whittier Trust
California
$144K
JWM
373
Janiczek Wealth Management
Colorado
$142K +$27.4K +449 +26%
KBC Group
374
KBC Group
Belgium
$127K
JFGIW
375
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K