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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
376
Avidian Wealth Enterprises
Texas
$239K
PIM
377
Penobscot Investment Management
Massachusetts
$239K
HHAA
378
Henry H. Armstrong Associates
Pennsylvania
$237K
WTB
379
Washington Trust Bank
Washington
$235K -$46.9K -690 -18%
PWM
380
Perigon Wealth Management
California
$234K +$213K +3,131 New
GWP
381
Gen-Wealth Partners
Michigan
$232K +$211K +3,104 New
SI
382
Stephens Inc
Arkansas
$232K -$8.5K -125 -4%
VBFP
383
Valtinson Bruner Financial Planning
Minnesota
$231K -$23.8K -350 -10%
MOS
384
MGO One Seven
Ohio
$229K +$208K +3,063 New
OAM
385
Oxford Asset Management
United Kingdom
$228K -$952 -14 -0.5%
FA
386
Faithward Advisors
Pennsylvania
$227K +$207K +3,039 New
CPIG
387
Chicago Partners Investment Group
Illinois
$225K +$212K +3,110 New
WTC
388
WhitTier Trust Company
Nevada
$225K +$5.17K +76 +3%
NC
389
nVerses Capital
Florida
$224K +$204K +3,000 New
CFM
390
Catalyst Funds Management
Australia
$217K +$197K +2,900 New
GCM
391
Genus Capital Management
British Columbia, Canada
$217K +$197K +2,900 New
LNC
392
Lincoln National Corp
Pennsylvania
$213K +$194K +2,856 New
LC
393
LCNB Corp
Ohio
$207K +$189K +2,775 New
CCA
394
Checchi Capital Advisers
California
$201K +$183K +2,694 New
CI Investments Inc
395
CI Investments Inc
Ontario, Canada
$199K +$28.2K +415 +18%
JWM
396
Janiczek Wealth Management
Colorado
$191K +$25.6K +376 +17%
KBC Group
397
KBC Group
Belgium
$184K +$35.5K +522 +27%
NCM
398
Northwest Capital Management
Oregon
$172K
WT
399
Whittier Trust
California
$162K -$2.86K -42 -2%
TPCW
400
TD Private Client Wealth
New York
$149K +$36.9K +543 +37%