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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
451
KFA Private Wealth Group
Virginia
$226K – – –
MAS
452
Meeder Advisory Services
Ohio
$223K -$34.4K -356 -12%
FA
453
Faithward Advisors
Pennsylvania
$223K -$10K -104 -4%
Profund Advisors
454
Profund Advisors
Maryland
$223K +$11.3K +117 +5%
FFA
455
Florida Financial Advisors
Florida
$221K +$252K +2,605 New
GCM
456
Gallacher Capital Management
Colorado
$218K +$248K +2,572 New
Guggenheim Capital
457
Guggenheim Capital
Illinois
$218K -$4.83K -50 -2%
KCM
458
Kathmere Capital Management
Pennsylvania
$217K +$2.9K +30 +1%
SI
459
Stirlingshire Investments
New York
$214K -$17.9K -185 -7%
FMI
460
Frec Markets Inc
California
$213K +$242K +2,511 New
Great Lakes Advisors
461
Great Lakes Advisors
Illinois
$212K +$2.03K +21 +0.8%
AIM
462
Advyzon Investment Management
Illinois
$211K -$17.4K -180 -7%
LC
463
LCNB Corp
Ohio
$210K – – –
MCM
464
Manchester Capital Management
Vermont
$208K -$9.66K -100 -4%
VBFP
465
Valtinson Bruner Financial Planning
Minnesota
$206K -$3.09K -32 -1%
NorthRock Partners
466
NorthRock Partners
Minnesota
$206K +$234K +2,426 New
Exchange Traded Concepts
467
Exchange Traded Concepts
Oklahoma
$204K -$35.9K -372 -13%
CCM
468
Compass Capital Management
Minnesota
$202K -$229K -2,375 -50%
NRI
469
NFP Retirement Inc
California
$201K +$290 +3 +0.1%
SWM
470
Steinberganna Wealth Management
New York
$201K +$773 +8 +0.3%
Hantz Financial Services
471
Hantz Financial Services
Michigan
$197K +$26.4K +273 +13%
PFBT
472
Parkside Financial Bank & Trust
Missouri
$180K +$7.53K +78 +4%
Smartleaf Asset Management
473
Smartleaf Asset Management
Massachusetts
$172K +$3.38K +35 +2%
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$170K +$101K +1,050 +110%
MB
475
MidFirst Bank
Oklahoma
$168K – – –