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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
Smartleaf Asset Management
426
Smartleaf Asset Management
Massachusetts
$58.6K +$2.69K +40 +5%
Geneos Wealth Management
427
Geneos Wealth Management
Colorado
$57K – – –
GG
428
Gleason Group
Kentucky
$55.4K +$202 +3 +0.4%
CX Institutional
429
CX Institutional
Indiana
$54K – – –
OWA
430
Opal Wealth Advisors
New York
$53.7K -$21.1K -314 -29%
Brooklyn Investment Group
431
Brooklyn Investment Group
New York
$50.8K +$8.81K +131 +22%
Central Trust Company
432
Central Trust Company
Missouri
$50.6K – – –
UMB Bank
433
UMB Bank
Missouri
$47.8K -$21.5K -319 -32%
SS
434
Sunbelt Securities
Texas
$47.7K -$202 -3 -0.4%
SC
435
Steph & Co
Wisconsin
$45.9K +$44.5K +662 New
HC
436
Hoese & Co
Minnesota
$45.8K +$32.3K +480 +267%
TCOV
437
Trust Company of Vermont
Vermont
$45.1K – – –
EP
438
Essential Partners
California
$38.9K +$37.7K +561 New
BWM
439
Bullock Wealth Management
Indiana
$38.1K +$135 +2 +0.4%
WB
440
Webster Bank
Connecticut
$35.6K +$1.34K +20 +4%
NC
441
NewSquare Capital
Pennsylvania
$34.3K +$33.3K +495 New
National Bank of Canada
442
National Bank of Canada
Quebec, Canada
$34.3K -$44.9K -668 -57%
BGA
443
Battery Global Advisors
Massachusetts
$33.1K – – –
Federation des caisses Desjardins du Quebec
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K – – –
Hantz Financial Services
445
Hantz Financial Services
Michigan
$29K +$27.5K +409 +5,113%
Harbour Investments
446
Harbour Investments
Wisconsin
$27.8K -$2.62K -39 -9%
ADL
447
Asset Dedication LLC
California
$26.1K – – –
PK
448
Pflug Koory
Nebraska
$25K – – –
Clearstead Advisors
449
Clearstead Advisors
Ohio
$21.6K +$12.9K +192 +161%
MassMutual Private Wealth & Trust
450
MassMutual Private Wealth & Trust
Connecticut
$20.4K +$3.36K +50 +20%