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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
401
KBC Group
Belgium
$309K
PWM
402
Perigon Wealth Management
California
$304K +$13.7K +142 +4%
BIG
403
Brooklyn Investment Group
New York
$304K +$69.9K +724 +25%
HWM
404
HB Wealth Management
Georgia
$297K +$12.5K +129 +4%
AA
405
Advisory Advocates
Michigan
$296K -$57.8K -598 -15%
LFP
406
Leeward Financial Partners
Washington
$296K
MSS
407
Mitchell Sinkler & Starr
Pennsylvania
$294K -$24.1K -250 -7%
WIA
408
World Investment Advisors
California
$289K -$25.5K -264 -7%
NDSIB
409
North Dakota State Investment Board
North Dakota
$288K -$68.2K -706 -17%
SL
410
Summitry LLC
California
$286K -$1.54K -16 -0.5%
MFG
411
Merit Financial Group
Georgia
$285K +$50.2K +520 +18%
VI
412
Vestcor Inc
New Brunswick, Canada
$284K +$132K +1,368 +69%
EWA
413
EverSource Wealth Advisors
Alabama
$281K +$117K +1,208 +57%
MKC
414
M. Kraus & Co
Vermont
$280K
MOS
415
MGO One Seven
Ohio
$279K -$129K -1,337 -29%
PEAK6
416
PEAK6
Illinois
$277K +$315K +3,259 New
SMDAM
417
Sumitomo Mitsui DS Asset Management
Japan
$275K +$313K +3,236 New
First Eagle Investment Management
418
First Eagle Investment Management
New York
$272K
OPW
419
Osprey Private Wealth
New York
$272K
PIM
420
Penobscot Investment Management
Massachusetts
$272K
SAI
421
Savvy Advisors Inc
New York
$271K -$4.44K -46 -1%
CL
422
Choreo LLC
Illinois
$263K -$151K -1,564 -34%
SFG
423
SNS Financial Group
Minnesota
$263K -$141K -1,458 -32%
LFA
424
Legend Financial Advisors
Pennsylvania
$262K
RP
425
Riverwater Partners
Wisconsin
$260K -$178K -1,845 -38%