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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
401
True North Advisors
Texas
$338K -$22.8K -265 -7%
SCM
402
Shelton Capital Management
Colorado
$337K
HWM
403
HB Wealth Management
Georgia
$337K +$21.3K +248 +7%
BA
404
Ballast Advisors
Minnesota
$335K
PWM
405
Perigon Wealth Management
California
$334K +$11.7K +136 +4%
CWA
406
Centennial Wealth Advisory
Michigan
$333K +$319K +3,708 New
TPCW
407
TD Private Client Wealth
New York
$332K +$430 +5 +0.1%
EPW
408
Evolve Private Wealth
California
$332K +$318K +3,700 New
PMWMG
409
Parr McKnight Wealth Management Group
Minnesota
$330K
KBC Group
410
KBC Group
Belgium
$327K
EWM
411
Empirical Wealth Management
Washington
$326K -$79.6K -925 -20%
BPA
412
Beacon Pointe Advisors
California
$326K -$1.89K -22 -0.6%
SL
413
Summitry LLC
California
$325K +$21.9K +255 +8%
AA
414
Advisory Advocates
Michigan
$325K +$11.4K +132 +4%
IFU
415
iSAM Funds (UK)
United Kingdom
$323K +$310K +3,600 New
WI
416
WBI Investments
New Jersey
$323K +$310K +3,599 New
VT
417
Vise Technologies
New York
$323K -$61.7K -717 -17%
FPH
418
Financial Planning Hawaii
Hawaii
$322K +$68.4K +795 +28%
CIBC Asset Management
419
CIBC Asset Management
Ontario, Canada
$321K -$20.8K -242 -6%
ECM
420
Evergreen Capital Management
Washington
$313K -$955K -11,105 -76%
LFP
421
Leeward Financial Partners
Washington
$313K
MSS
422
Mitchell Sinkler & Starr
Pennsylvania
$312K +$1.38K +16 +0.5%
SCM
423
Sterling Capital Management
North Carolina
$312K -$33.1K -385 -10%
NDSIB
424
North Dakota State Investment Board
North Dakota
$307K +$1.98K +23 +0.7%
NAS
425
Nykredit A/S
Denmark
$305K +$292K +3,395 New