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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Beacon Pointe Advisors
401
Beacon Pointe Advisors
California
$310K +$352K +3,648 New
KBC Group
402
KBC Group
Belgium
$309K – – –
Perigon Wealth Management
403
Perigon Wealth Management
California
$304K +$13.7K +142 +4%
Brooklyn Investment Group
404
Brooklyn Investment Group
New York
$304K +$69.9K +724 +25%
HB Wealth Management
405
HB Wealth Management
Georgia
$297K +$12.5K +129 +4%
AA
406
Advisory Advocates
Michigan
$296K -$57.8K -598 -15%
LFP
407
Leeward Financial Partners
Washington
$296K – – –
MSS
408
Mitchell Sinkler & Starr
Pennsylvania
$294K -$24.1K -250 -7%
World Investment Advisors
409
World Investment Advisors
California
$289K -$25.5K -264 -7%
North Dakota State Investment Board
410
North Dakota State Investment Board
North Dakota
$288K -$68.2K -706 -17%
SL
411
Summitry LLC
California
$286K -$1.54K -16 -0.5%
Merit Financial Group
412
Merit Financial Group
Georgia
$285K +$50.2K +520 +18%
Vestcor Inc
413
Vestcor Inc
New Brunswick, Canada
$284K +$132K +1,368 +69%
EverSource Wealth Advisors
414
EverSource Wealth Advisors
Alabama
$281K +$117K +1,208 +57%
MKC
415
M. Kraus & Co
Vermont
$280K – – –
MGO One Seven
416
MGO One Seven
Ohio
$279K -$129K -1,337 -29%
PEAK6
417
PEAK6
Illinois
$277K +$315K +3,259 New
Sumitomo Mitsui DS Asset Management
418
Sumitomo Mitsui DS Asset Management
Japan
$275K +$313K +3,236 New
First Eagle Investment Management
419
First Eagle Investment Management
New York
$272K – – –
OPW
420
Osprey Private Wealth
New York
$272K – – –
PIM
421
Penobscot Investment Management
Massachusetts
$272K – – –
Savvy Advisors Inc
422
Savvy Advisors Inc
New York
$271K -$4.44K -46 -1%
Choreo LLC
423
Choreo LLC
Illinois
$263K -$151K -1,564 -34%
SNS Financial Group
424
SNS Financial Group
Minnesota
$263K -$141K -1,458 -32%
LFA
425
Legend Financial Advisors
Pennsylvania
$262K – – –