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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
351
Kurt F. Somerville
$286K
PA
352
PharVision Advisers
Florida
$284K +$276K +4,100 New
GWP
353
Gen-Wealth Partners
Michigan
$284K +$21.9K +325 +9%
MML Investors Services
354
MML Investors Services
Massachusetts
$283K +$7K +104 +3%
SAM
355
Shell Asset Management
Netherlands
$281K -$47K -698 -15%
TC
356
TownSquare Capital
Utah
$278K -$505K -7,515 -65%
WB
357
WesBanco Bank
West Virginia
$272K
CAM
358
Creekmur Asset Management
Illinois
$270K +$64.5K +959 +33%
DO
359
denkapparat Operations
Germany
$269K -$72K -1,070 -22%
CWP
360
Curated Wealth Partners
California
$267K
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$267K +$259K +3,844 New
CIBC Asset Management
362
CIBC Asset Management
Ontario, Canada
$265K
TAM
363
Trillium Asset Management
Massachusetts
$265K +$14.1K +210 +6%
QPW
364
Quantum Private Wealth
Florida
$265K
WIA
365
World Investment Advisors
California
$264K +$256K +3,812 New
DADC
366
D.A. Davidson & Co
Montana
$264K
OIA
367
OneDigital Investment Advisors
Kansas
$262K +$5.04K +75 +2%
TPI
368
Trust Point Inc
Wisconsin
$260K +$18.4K +274 +8%
FTWA
369
Fifth Third Wealth Advisors
Ohio
$260K +$807 +12 +0.3%
D.E. Shaw & Co
370
D.E. Shaw & Co
New York
$259K -$2.28M -33,912 -90%
BA
371
Ballast Advisors
Minnesota
$259K
PMWMG
372
Parr McKnight Wealth Management Group
Minnesota
$255K
SFS
373
Stiles Financial Services
Minnesota
$253K +$5.92K +88 +2%
HWAM
374
Hennion & Walsh Asset Management
New Jersey
$242K -$8.74K -130 -4%
LFP
375
Leeward Financial Partners
Washington
$241K