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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Coldstream Capital Management
Washington
$325K +$33.2K +488 +13%
SCA
352
Stonebridge Capital Advisors
Minnesota
$317K
PA
353
Profund Advisors
Maryland
$314K +$36.3K +533 +15%
DAS
354
Diversify Advisory Services
Utah
$310K +$285K +4,187 New
BA
355
Ballast Advisors
Minnesota
$307K +$55.2K +812 +25%
RP
356
Riverwater Partners
Wisconsin
$302K
HTHT
357
Hemenway Trust Hemenway Trust
New Hampshire
$299K -$27.2K -400 -9%
AI
358
Accredited Investors
Minnesota
$290K +$204 +3 +0.1%
CAPTRUST Financial Advisors
359
CAPTRUST Financial Advisors
North Carolina
$285K -$172K -2,524 -40%
DS
360
Dudley & Shanley
Florida
$280K +$255K +3,750 New
AC
361
Aristides Capital
Kentucky
$278K +$254K +3,729 New
AAS
362
Avantax Advisory Services
Texas
$273K +$136 +2 +0.1%
NIM
363
Northeast Investment Management
Massachusetts
$271K -$34.8K -512 -12%
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$269K -$1.5K -22 -0.6%
TAM
365
Trillium Asset Management
Massachusetts
$269K
IFU
366
iSAM Funds (UK)
United Kingdom
$266K +$242K +3,559 New
SFS
367
Stiles Financial Services
Minnesota
$264K +$680 +10 +0.3%
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$263K +$23.9K +351 +11%
QPW
369
Quantum Private Wealth
Florida
$262K
MKC
370
M. Kraus & Co
Vermont
$262K
EWA
371
Encompass Wealth Advisors
Oregon
$261K
LFP
372
Leeward Financial Partners
Washington
$260K
FIM
373
Freedom Investment Management
Connecticut
$258K +$235K +3,452 New
CCIA
374
Campbell & Co Investment Adviser
Maryland
$257K -$408K -5,991 -63%
CIBC Asset Management
375
CIBC Asset Management
Ontario, Canada
$256K