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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
401
Catalyst Funds Management
Australia
$254K +$234K +3,100 New
NIM
402
Northeast Investment Management
Massachusetts
$248K -$2.64K -35 -1%
HTHT
403
Hemenway Trust Hemenway Trust
New Hampshire
$246K – – –
PT
404
Plimoth Trust
Massachusetts
$246K – – –
WTB
405
Washington Trust Bank
Washington
$246K +$226K +3,000 New
Los Angeles Capital Management
406
Los Angeles Capital Management
California
$244K – – –
RAM
407
Ramirez Asset Management
New York
$242K +$223K +2,960 New
Diversify Wealth Management
408
Diversify Wealth Management
Utah
$242K -$12.7K -169 -6%
AXA Investment Managers
409
AXA Investment Managers
France
$241K +$222K +2,950 New
Vident Advisory
410
Vident Advisory
Georgia
$239K +$220K +2,918 New
TD Private Client Wealth
411
TD Private Client Wealth
New York
$239K -$1.36K -18 -0.6%
1WM
412
1900 Wealth Management
Texas
$236K – – –
FA
413
Faithward Advisors
Pennsylvania
$233K +$214K +2,844 New
Schonfeld Strategic Advisors
414
Schonfeld Strategic Advisors
New York
$230K +$212K +2,810 New
HHAA
415
Henry H. Armstrong Associates
Pennsylvania
$229K +$211K +2,800 New
STRS Ohio
416
STRS Ohio
Ohio
$227K -$5.35K -71 -2%
Moneta Group Investment Advisors
417
Moneta Group Investment Advisors
Missouri
$227K +$209K +2,775 New
Forum Financial Management
418
Forum Financial Management
Illinois
$227K +$209K +2,775 New
Vise Technologies
419
Vise Technologies
New York
$226K +$208K +2,761 New
SL
420
Summitry LLC
California
$224K +$206K +2,736 New
Kestra Investment Management
421
Kestra Investment Management
Texas
$222K -$24.9K -330 -11%
Profund Advisors
422
Profund Advisors
Maryland
$219K +$201K +2,671 New
Pallas Capital Advisors
423
Pallas Capital Advisors
Massachusetts
$218K +$201K +2,669 New
KPWG
424
KFA Private Wealth Group
Virginia
$218K +$201K +2,668 New
GAMMA Investing
425
GAMMA Investing
California
$218K +$26.5K +351 +15%