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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
TIAA-CREF Individual & Institutional Services
351
TIAA-CREF Individual & Institutional Services
New York
$444K +$505K +5,228 New
SFG
352
Strive Financial Group
Indiana
$441K +$439K +4,550 +705%
BWM
353
Bernicke Wealth Management
Wisconsin
$437K -$31.4K -325 -6%
HWAM
354
Hennion & Walsh Asset Management
New Jersey
$434K +$19.1K +198 +4%
VCM
355
Versant Capital Management
Arizona
$430K +$2.22K +23 +0.5%
CWP
356
Curated Wealth Partners
California
$430K – – –
AF
357
Affiance Financial
Minnesota
$429K -$219K -2,269 -31%
MM
358
MQS Management
New York
$427K -$94.3K -977 -16%
FC
359
FORA Capital
Florida
$427K +$485K +5,024 New
OIS
360
Okabena Investment Services
Minnesota
$426K – – –
ATC
361
Argent Trust Co
Tennessee
$426K – – –
Great Valley Advisor Group
362
Great Valley Advisor Group
Delaware
$425K – – –
RGC
363
Roberts, Glore & Co
Illinois
$425K -$15.9K -165 -3%
PCM
364
Parsons Capital Management
Rhode Island
$420K – – –
ICP
365
Impact Capital Partners
Colorado
$419K -$9.08K -94 -2%
OWA
366
One Wealth Advisors
California
$411K +$467K +4,839 New
FIB
367
First Interstate Bank
Montana
$407K – – –
Concurrent Investment Advisors
368
Concurrent Investment Advisors
Florida
$402K +$84.7K +877 +23%
Eastern Bank
369
Eastern Bank
Massachusetts
$397K -$6.47K -67 -1%
TPI
370
Trust Point Inc
Wisconsin
$391K +$121K +1,256 +37%
HCA
371
Hardworking Capital Advisors
California
$391K +$8.98K +93 +2%
PCM
372
Perkins Capital Management
Minnesota
$390K +$19.3K +200 +5%
Empirical Wealth Management
373
Empirical Wealth Management
Washington
$386K +$163K +1,685 +59%
Schonfeld Strategic Advisors
374
Schonfeld Strategic Advisors
New York
$386K -$687K -7,109 -61%
Fifth Third Wealth Advisors
375
Fifth Third Wealth Advisors
Ohio
$383K +$73K +756 +20%