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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
376
Trillium Asset Management
Massachusetts
$258K
SFS
377
Stiles Financial Services
Minnesota
$253K +$367 +5 +0.1%
QPW
378
Quantum Private Wealth
Florida
$251K
GWP
379
Gen-Wealth Partners
Michigan
$251K +$29.8K +406 +13%
EWA
380
Encompass Wealth Advisors
Oregon
$250K
LFP
381
Leeward Financial Partners
Washington
$249K
MKC
382
M. Kraus & Co
Vermont
$247K -$4.4K -60 -2%
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$245K
NIM
384
Northeast Investment Management
Massachusetts
$241K -$20K -272 -7%
PA
385
Profund Advisors
Maryland
$238K -$64K -872 -21%
Cambridge Investment Research Advisors
386
Cambridge Investment Research Advisors
Iowa
$237K +$243K +3,314 New
EFS
387
Essex Financial Services
Connecticut
$234K +$239K +3,256 New
CPIG
388
Chicago Partners Investment Group
Illinois
$233K +$73 +1 +0%
MOS
389
MGO One Seven
Ohio
$229K +$10.3K +140 +5%
AWE
390
Avidian Wealth Enterprises
Texas
$229K
PIM
391
Penobscot Investment Management
Massachusetts
$229K
PWM
392
Perigon Wealth Management
California
$226K +$1.54K +21 +0.7%
LFA
393
Legend Financial Advisors
Pennsylvania
$221K +$227K +3,092 New
HTHT
394
Hemenway Trust Hemenway Trust
New Hampshire
$216K -$72.1K -982 -25%
WTC
395
WhitTier Trust Company
Nevada
$215K
P
396
&Partners
Tennessee
$215K +$220K +2,998 New
SI
397
Stephens Inc
Arkansas
$213K -$9.25K -126 -4%
Rafferty Asset Management
398
Rafferty Asset Management
New York
$213K +$218K +2,971 New
MC
399
Machina Capital
France
$210K +$216K +2,937 New
OIA
400
OneDigital Investment Advisors
Kansas
$209K +$215K +2,923 New