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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
MKC
376
M. Kraus & Co
Vermont
$239K
WTC
377
WhitTier Trust Company
Nevada
$239K +$6.59K +98 +3%
CCM
378
Coldstream Capital Management
Washington
$237K -$21.9K -325 -9%
PWM
379
Perigon Wealth Management
California
$230K +$14.1K +209 +7%
PWG
380
Portside Wealth Group
Utah
$228K +$221K +3,291 New
OPW
381
Osprey Private Wealth
New York
$228K
DWM
382
Diversify Wealth Management
Utah
$224K -$11.2K -166 -5%
PIM
383
Penobscot Investment Management
Massachusetts
$222K
EFS
384
Essex Financial Services
Connecticut
$217K -$4.04K -60 -2%
IP
385
Intellectus Partners
California
$217K -$87.6K -1,303 -29%
SAI
386
Savvy Advisors Inc
New York
$215K +$208K +3,095 New
AFP
387
Ausdal Financial Partners
Iowa
$214K +$208K +3,090 New
SLAM
388
Swiss Life Asset Management
$214K +$208K +3,087 New
TRCT
389
Tower Research Capital (TRC)
New York
$213K -$274K -4,074 -57%
NIM
390
Northeast Investment Management
Massachusetts
$213K
FIM
391
Freedom Investment Management
Connecticut
$212K -$48.8K -726 -19%
KIM
392
Kestra Investment Management
Texas
$211K -$242K -3,591 -54%
HTHT
393
Hemenway Trust Hemenway Trust
New Hampshire
$208K
PT
394
Plimoth Trust
Massachusetts
$208K
Los Angeles Capital Management
395
Los Angeles Capital Management
California
$207K +$200K +2,979 New
VI
396
Versor Investments
New York
$206K -$297K -4,416 -60%
TPCW
397
TD Private Client Wealth
New York
$203K -$3.97K -59 -2%
1WM
398
1900 Wealth Management
Texas
$200K +$194K +2,884 New
BTI
399
Blue Trust Inc
Georgia
$199K +$15.8K +235 +9%
SO
400
STRS Ohio
Ohio
$197K +$191K +2,847 New