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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
401
TD Private Client Wealth
New York
$178K +$7.82K +106 +4%
NCM
402
Northwest Capital Management
Oregon
$155K
HT
403
Headlands Technologies
Illinois
$151K +$146K +1,978 +730%
BTI
404
Blue Trust Inc
Georgia
$142K -$35.5K -482 -19%
WT
405
Whittier Trust
California
$137K -$8.48K -115 -5%
PS
406
Principal Securities
Iowa
$131K -$6.34K -86 -4%
GRP
407
Global Retirement Partners
California
$121K -$564K -7,644 -81%
C
408
Covestor
United Kingdom
$114K +$28.1K +381 +29%
BSB
409
Bangor Savings Bank
Maine
$111K
KTC
410
Kentucky Trust Company
Kentucky
$105K +$115K +1,565 New
NL
411
NKCFO LLC
Illinois
$104K
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$91.7K -$31.3K -425 -24%
LDB
413
Lee, Danner & Bass
Tennessee
$90.9K +$99.6K +1,350 New
MFG
414
Menard Financial Group
Texas
$90K +$98.6K +1,337 New
National Bank of Canada
415
National Bank of Canada
Quebec, Canada
$81.3K +$34K +461 +62%
S
416
SignatureFD
Georgia
$79.4K -$1.99K -27 -2%
EWA
417
EverSource Wealth Advisors
Alabama
$76.6K +$26K +353 +45%
QL
418
Quarry LP
New York
$72.2K +$49K +664 +163%
MCM
419
Manchester Capital Management
Vermont
$70.8K
UFF
420
USA Financial Formulas
Michigan
$70.2K -$3.32K -45 -4%
PCFFS
421
Pacific Center for Financial Services
California
$67.3K
Fifth Third Bancorp
422
Fifth Third Bancorp
Ohio
$64K -$17.3K -234 -20%
GI
423
GAMMA Investing
California
$62.3K +$15.2K +206 +29%
CIAM
424
Caitong International Asset Management
Hong Kong
$58.9K +$64.5K +874 New
GWM
425
Geneos Wealth Management
Colorado
$53.9K