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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
376
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$4.25K +78 New
BFEC
377
Benjamin F. Edwards & Company
Missouri
$3K -$6.59K -121 -65%
CFGS
378
Concourse Financial Group Securities
Alabama
$3K -$3.48K -64 -50%
First Manhattan
379
First Manhattan
New York
$3K
VCM
380
Vigilant Capital Management
Maine
$3K
FPS
381
Fieldpoint Private Securities
Connecticut
$2K -$8.98K -165 -79%
JWM
382
Janiczek Wealth Management
Colorado
$2K -$4.68K -86 -68%
MSFP
383
Mark Sheptoff Financial Planning
Connecticut
$2K
VCM
384
Versant Capital Management
Arizona
$2K
ACM
385
AUA Capital Management
Pennsylvania
$2K +$762 +14 +61%
NIC
386
Northwest Investment Counselors
Oregon
$2K +$1.8K +33 New
CI
387
Cordant Inc
Oregon
$2K +$2.01K +37 New
FP
388
Financial Perspectives
Minnesota
$1.14K
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.07K -38 -73%
GWS
390
Glassman Wealth Services
Virginia
$1K -$109 -2 -13%
CFD
391
Creative Financial Designs
Indiana
$1K
FAG
392
Fortitude Advisory Group
Washington
$1K
LIM
393
Longfellow Investment Management
Massachusetts
$1K
TFM
394
TFC Financial Management
Massachusetts
$1K
UFF
395
USA Financial Formulas
Michigan
$1K
SC
396
Schubert & Co
Texas
$1K +$109 +2 +13%
DI
397
Disciplined Investments
Oklahoma
$1K +$1.03K +19 New
RWM
398
Raffa Wealth Management
District of Columbia
$987
SWA
399
Sutton Wealth Advisors
Florida
$104 -$653 -12 -86%
Arrowstreet Capital
400
Arrowstreet Capital
Massachusetts
-$20.4M -344,699 Closed