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Donaldson
DCI

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
451
Nicolet Advisory Services
Wisconsin
$244K +$221K +2,540 New
FA
452
Faithward Advisors
Pennsylvania
$242K -$9.47K -109 -4%
SI
453
Stirlingshire Investments
New York
$240K +$235K +2,707 New
CT
454
Chicago Trust
Illinois
$240K +$235K +2,705 New
PCA
455
Pallas Capital Advisors
Massachusetts
$238K +$1.3K +15 +0.6%
AIM
456
Advyzon Investment Management
Illinois
$237K +$19.6K +226 +9%
KPWG
457
KFA Private Wealth Group
Virginia
$237K – – –
VPW
458
Vericrest Private Wealth
Pennsylvania
$236K +$232K +2,666 New
RWM
459
Ritholtz Wealth Management
New York
$234K +$230K +2,644 New
GC
460
Guggenheim Capital
Illinois
$232K -$2.69K -31 -1%
CCM
461
Coldstream Capital Management
Washington
$227K -$170K -1,961 -43%
MCM
462
Manchester Capital Management
Vermont
$227K +$130K +1,500 +142%
KCM
463
Kathmere Capital Management
Pennsylvania
$225K +$220K +2,533 New
PA
464
Profund Advisors
Maryland
$223K -$14K -161 -6%
ECM
465
Everence Capital Management
Indiana
$220K – – –
GLA
466
Great Lakes Advisors
Illinois
$220K +$215K +2,479 New
AWE
467
Avidian Wealth Enterprises
Texas
$220K +$2.17K +25 +1%
LC
468
LCNB Corp
Ohio
$219K – – –
VBFP
469
Valtinson Bruner Financial Planning
Minnesota
$218K -$11.3K -130 -5%
MCCA
470
Mill Creek Capital Advisors
Pennsylvania
$215K -$11.6K -134 -5%
DT
471
Diversified Trust
Tennessee
$212K +$208K +2,396 New
NRI
472
NFP Retirement Inc
California
$209K +$205K +2,362 New
SAM
473
Silvercrest Asset Management
New York
$209K +$205K +2,361 New
SWM
474
Steinberganna Wealth Management
New York
$209K +$205K +2,357 New
CCA
475
Checchi Capital Advisers
California
$208K -$10.9K -125 -5%
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