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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
426
Legend Financial Advisors
Pennsylvania
$274K +$269K +3,092 New
PWG
427
Portside Wealth Group
Utah
$267K -$11.2K -129 -4%
HTHT
428
Hemenway Trust Hemenway Trust
New Hampshire
$266K
PT
429
Plimoth Trust
Massachusetts
$266K
WTB
430
Washington Trust Bank
Washington
$266K
MAS
431
Meeder Advisory Services
Ohio
$265K +$260K +2,988 New
GI
432
GAMMA Investing
California
$263K +$26.4K +304 +11%
RAM
433
Ramirez Asset Management
New York
$262K
BIG
434
Brooklyn Investment Group
New York
$260K +$248K +2,856 New
LAM
435
LECAP Asset Management
United Kingdom
$258K +$252K +2,905 New
1WM
436
1900 Wealth Management
Texas
$256K
NA
437
NewEdge Advisors
Louisiana
$254K -$228K -2,627 -48%
NIM
438
Northeast Investment Management
Massachusetts
$254K -$14.5K -167 -6%
EWM
439
Empirical Wealth Management
Washington
$254K +$26.5K +305 +12%
MFG
440
Merit Financial Group
Georgia
$251K +$246K +2,836 New
AAP
441
Arax Advisory Partners
Colorado
$250K -$692K -7,965 -74%
HHAA
442
Henry H. Armstrong Associates
Pennsylvania
$248K
BTI
443
Blue Trust Inc
Georgia
$248K -$31.9K -367 -12%
MGIA
444
Moneta Group Investment Advisors
Missouri
$247K +$1.39K +16 +0.6%
FPH
445
Financial Planning Hawaii
Hawaii
$247K +$242K +2,790 New
FFM
446
Forum Financial Management
Illinois
$247K +$521 +6 +0.2%
SO
447
STRS Ohio
Ohio
$247K +$434 +5 +0.2%
ETC
448
Exchange Traded Concepts
Oklahoma
$247K +$242K +2,781 New
MML Investors Services
449
MML Investors Services
Massachusetts
$245K -$98.8K -1,138 -29%
TC
450
Tannin Capital
North Carolina
$244K +$239K +2,755 New