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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
401
Hunter Perkins Capital Management
Illinois
-$783K -16,865 Closed
CC
402
Cipher Capital
New York
-$633K -13,638 Closed
NICM
403
Neo Ivy Capital Management
New York
-$491K -10,584 Closed
CAM
404
Cresset Asset Management
Illinois
-$388K -8,342 Closed
DA
405
Duality Advisers
Florida
-$372K -8,020 Closed
BAM
406
Blueshift Asset Management
New Jersey
-$322K -6,945 Closed
MFS
407
Mirabella Financial Services
United Kingdom
-$254K -5,473 Closed
BSW
408
Buckingham Strategic Wealth
Missouri
-$250K -5,392 Closed
PRC
409
Pearl River Capital
Michigan
-$239K -5,143 Closed
CPIG
410
Chicago Partners Investment Group
Illinois
-$247K -5,000 Closed
CC
411
Centiva Capital
New York
-$229K -4,941 Closed
Verition Fund Management
412
Verition Fund Management
Connecticut
-$204K -4,398 Closed
PMFA
413
Plante Moran Financial Advisors
Michigan
-$102K -2,200 Closed
CH
414
Canton Hathaway
Rhode Island
-$72K -1,551 Closed
WT
415
Whittier Trust
California
-$48K -1,025 Closed
NNP
416
Nachman Norwood & Parrott
South Carolina
-$44K -938 Closed
CIA
417
CSat Investment Advisory
Michigan
-$20K -428 Closed
GT
418
Glenmede Trust
Pennsylvania
-$14K -318 Closed
Bank Julius Baer & Co
419
Bank Julius Baer & Co
Switzerland
-$6K -135 Closed
FFA
420
Founders Financial Alliance
North Carolina
-$4K -60 Closed
BWM
421
BNC Wealth Management
Oregon
-$1K -18 Closed
PWPS
422
Pinnacle Wealth Planning Services
Ohio
+$317 +6 New
PWMG
423
Prestige Wealth Management Group
New Jersey
+$317 +6 New
RPWA
424
Regent Peak Wealth Advisors
Georgia
+$369 +7 New