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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
401
Bessemer Group
New Jersey
$32K +$26.2K +417 +521%
IFP Advisors
402
IFP Advisors
Florida
$31.9K -$16.3K -260 -27%
Baillie Gifford & Co
403
Baillie Gifford & Co
United Kingdom
$31.9K +$3.27K +52 +12%
PK
404
Pflug Koory
Nebraska
$28.4K – – –
TD Private Client Wealth
405
TD Private Client Wealth
New York
$25.3K -$2.77K -44 -10%
ADL
406
Asset Dedication LLC
California
$25K – – –
QL
407
Quarry LP
New York
$21K +$11.6K +184 +133%
CFGS
408
Concourse Financial Group Securities
Alabama
$20.8K – – –
LC
409
Lindbrook Capital
California
$19.5K – – –
Quadrant Capital Group
410
Quadrant Capital Group
Ohio
$19.1K +$10.6K +169 +137%
TWM
411
Tradition Wealth Management
Minnesota
$19K +$63 +1 +0.3%
First Horizon Advisors
412
First Horizon Advisors
Tennessee
$18.1K +$6.35K +101 +57%
EBA
413
Eagle Bay Advisors
New York
$15.9K – – –
GWSG
414
GPS Wealth Strategies Group
Colorado
$13.5K +$12.9K +206 New
MassMutual Private Wealth & Trust
415
MassMutual Private Wealth & Trust
Connecticut
$12.2K +$8.73K +139 +296%
HC
416
Hoese & Co
Minnesota
$11.4K – – –
JWA
417
JFS Wealth Advisors
Pennsylvania
$11.2K -$63 -1 -0.6%
Huntington National Bank
418
Huntington National Bank
Ohio
$8.89K +$8.55K +136 New
BLC
419
Brown, Lisle/Cummings
Rhode Island
$8.17K – – –
Allworth Financial
420
Allworth Financial
California
$7.84K +$7.54K +120 New
JFA
421
JNBA Financial Advisors
Minnesota
$7.32K – – –
AP
422
Arlington Partners
Alabama
$5.95K +$5.72K +91 New
SC
423
Schubert & Co
Texas
$5.88K – – –
BOK Financial
424
BOK Financial
Oklahoma
$5.49K +$5.28K +84 New
AWM
425
Accel Wealth Management
Iowa
$4.9K – – –