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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
376
Gallacher Capital Management
Colorado
$235K +$242K +3,503 New
IFP Advisors
377
IFP Advisors
Florida
$234K +$51.4K +743 +27%
TPI
378
Trust Point Inc
Wisconsin
$234K -$212K -3,066 -47%
LFP
379
Leeward Financial Partners
Washington
$234K – – –
Integrated Wealth Concepts
380
Integrated Wealth Concepts
Massachusetts
$233K +$34.2K +494 +17%
MKC
381
M. Kraus & Co
Vermont
$231K – – –
Caprock Group
382
Caprock Group
Idaho
$227K +$234K +3,384 New
WhitTier Trust Company
383
WhitTier Trust Company
Nevada
$224K +$1.31K +19 +0.6%
Focus Partners Advisor Solutions
384
Focus Partners Advisor Solutions
Missouri
$221K +$228K +3,293 New
SIM
385
Studio Investment Management
Illinois
$215K +$222K +3,205 New
OPW
386
Osprey Private Wealth
New York
$215K – – –
PIM
387
Penobscot Investment Management
Massachusetts
$215K – – –
EFS
388
Essex Financial Services
Connecticut
$214K -$415 -6 -0.2%
Diversify Wealth Management
389
Diversify Wealth Management
Utah
$210K -$17.4K -252 -7%
Lido Advisors
390
Lido Advisors
California
$209K +$216K +3,117 New
Perigon Wealth Management
391
Perigon Wealth Management
California
$209K +$5.33K +77 +3%
LFA
392
Legend Financial Advisors
Pennsylvania
$207K – – –
NIM
393
Northeast Investment Management
Massachusetts
$206K – – –
HTHT
394
Hemenway Trust Hemenway Trust
New Hampshire
$201K – – –
PT
395
Plimoth Trust
Massachusetts
$201K +$208K +3,000 New
TD Private Client Wealth
396
TD Private Client Wealth
New York
$201K +$23.9K +345 +13%
CAM
397
Creekmur Asset Management
Illinois
$197K +$203K +2,936 New
Bessemer Group
398
Bessemer Group
New Jersey
$195K -$22.1K -319 -10%
Blue Trust Inc
399
Blue Trust Inc
Georgia
$176K +$36.5K +527 +25%
GAMMA Investing
400
GAMMA Investing
California
$163K +$104K +1,503 +162%