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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
PMWMG
401
Parr McKnight Wealth Management Group
Minnesota
$325K
WIA
402
World Investment Advisors
California
$325K -$17.7K -204 -5%
II
403
Inspire Investing
Idaho
$324K -$11.6K -134 -4%
KBC Group
404
KBC Group
Belgium
$323K
FPAS
405
Focus Partners Advisor Solutions
Missouri
$319K +$313K +3,599 New
CCA
406
Childress Capital Advisors
Texas
$311K +$305K +3,511 New
LFP
407
Leeward Financial Partners
Washington
$309K
OIA
408
OneDigital Investment Advisors
Kansas
$308K -$26.1K -300 -8%
PWM
409
Perigon Wealth Management
California
$305K +$10.2K +118 +4%
Los Angeles Capital Management
410
Los Angeles Capital Management
California
$303K +$56.1K +646 +22%
SL
411
Summitry LLC
California
$300K +$56.4K +649 +24%
HWM
412
HB Wealth Management
Georgia
$299K +$15.2K +175 +5%
TPI
413
Trust Point Inc
Wisconsin
$298K -$29.7K -342 -9%
MKC
414
M. Kraus & Co
Vermont
$293K -$12.1K -139 -4%
AC
415
Aristides Capital
Kentucky
$292K -$34.6K -398 -11%
AFP
416
Ausdal Financial Partners
Iowa
$292K -$1.3K -15 -0.5%
DM
417
Diversified Management
Wisconsin
$292K +$286K +3,293 New
SAI
418
Savvy Advisors Inc
New York
$287K -$8.95K -103 -3%
First Eagle Investment Management
419
First Eagle Investment Management
New York
$284K
OPW
420
Osprey Private Wealth
New York
$284K
PIM
421
Penobscot Investment Management
Massachusetts
$284K
EFS
422
Essex Financial Services
Connecticut
$280K -$70.4K -811 -20%
WTC
423
WhitTier Trust Company
Nevada
$279K -$8.51K -98 -3%
FDP
424
Financiere des Professionnels
Quebec, Canada
$277K +$64K +737 +31%
DWM
425
Diversify Wealth Management
Utah
$275K -$2.26K -26 -0.9%