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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
WesBanco Bank
401
WesBanco Bank
West Virginia
$343K -$34.4K -400 -9%
TNA
402
True North Advisors
Texas
$338K -$22.8K -265 -7%
Shelton Capital Management
403
Shelton Capital Management
Colorado
$337K – – –
HB Wealth Management
404
HB Wealth Management
Georgia
$337K +$21.3K +248 +7%
BA
405
Ballast Advisors
Minnesota
$335K – – –
Perigon Wealth Management
406
Perigon Wealth Management
California
$334K +$11.7K +136 +4%
CWA
407
Centennial Wealth Advisory
Michigan
$333K +$319K +3,708 New
TD Private Client Wealth
408
TD Private Client Wealth
New York
$332K +$430 +5 +0.1%
EPW
409
Evolve Private Wealth
California
$332K +$318K +3,700 New
PMWMG
410
Parr McKnight Wealth Management Group
Minnesota
$330K – – –
KBC Group
411
KBC Group
Belgium
$327K – – –
Empirical Wealth Management
412
Empirical Wealth Management
Washington
$326K -$79.6K -925 -20%
Beacon Pointe Advisors
413
Beacon Pointe Advisors
California
$326K -$1.89K -22 -0.6%
SL
414
Summitry LLC
California
$325K +$21.9K +255 +8%
AA
415
Advisory Advocates
Michigan
$325K +$11.4K +132 +4%
IFU
416
iSAM Funds (UK)
United Kingdom
$323K +$310K +3,600 New
WI
417
WBI Investments
New Jersey
$323K +$310K +3,599 New
Vise Technologies
418
Vise Technologies
New York
$323K -$61.7K -717 -17%
FPH
419
Financial Planning Hawaii
Hawaii
$322K +$68.4K +795 +28%
CIBC Asset Management
420
CIBC Asset Management
Ontario, Canada
$321K -$20.8K -242 -6%
Evergreen Capital Management
421
Evergreen Capital Management
Washington
$313K -$955K -11,105 -76%
LFP
422
Leeward Financial Partners
Washington
$313K – – –
MSS
423
Mitchell Sinkler & Starr
Pennsylvania
$312K +$1.38K +16 +0.5%
Sterling Capital Management
424
Sterling Capital Management
North Carolina
$312K -$33.1K -385 -10%
North Dakota State Investment Board
425
North Dakota State Investment Board
North Dakota
$307K +$1.98K +23 +0.7%