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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
BGA
501
Battery Global Advisors
Massachusetts
$120K +$43.4K +500 +105%
BONH
502
Bank of New Hampshire
New Hampshire
$106K -$16.5K -190 -14%
CIAM
503
Caitong International Asset Management
Hong Kong
$104K +$102K +1,178 New
IFP Advisors
504
IFP Advisors
Florida
$103K – – –
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$102K +$2.87K +33 +3%
C
506
Covestor
United Kingdom
$100K -$347 -4 -0.4%
UMB Bank
507
UMB Bank
Missouri
$98.9K +$31.4K +361 +48%
Central Trust Company
508
Central Trust Company
Missouri
$91K +$174 +2 +0.2%
Employees Retirement System of Texas
509
Employees Retirement System of Texas
Texas
$86K – – –
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$84.8K -$37.5K -432 -31%
SC
511
Steph & Co
Wisconsin
$83.7K +$35.5K +409 +76%
PCFFS
512
Pacific Center for Financial Services
California
$81.8K – – –
Ancora Advisors
513
Ancora Advisors
Ohio
$78.9K +$71K +818 +1,136%
GG
514
Gleason Group
Kentucky
$71.4K +$261 +3 +0.4%
Geneos Wealth Management
515
Geneos Wealth Management
Colorado
$70.9K – – –
SS
516
Sunbelt Securities
Texas
$64.2K +$174 +2 +0.3%
HC
517
Hoese & Co
Minnesota
$58.5K – – –
SFG
518
Strive Financial Group
Indiana
$57.2K +$56K +645 New
Clearstead Advisors
519
Clearstead Advisors
Ohio
$53.1K +$25K +288 +93%
EP
520
Essential Partners
California
$52.8K +$955 +11 +2%
BWM
521
Bullock Wealth Management
Indiana
$48.1K +$174 +2 +0.4%
EBA
522
Eagle Bay Advisors
New York
$45.3K +$44.4K +511 New
WB
523
Webster Bank
Connecticut
$43.8K – – –
RDFA
524
Ritter Daniher Financial Advisory
Ohio
$42K +$41.2K +474 New
Leonteq Securities AG
525
Leonteq Securities AG
Switzerland
$40.1K -$6.08K -70 -13%