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Donaldson

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
201
Parsons Capital Management
Rhode Island
$539K +$173K +4,350 +45%
SCM
202
Shelton Capital Management
Colorado
$529K -$50.7K -1,277 -9%
NPC
203
National Planning Corporation
California
$527K +$94.8K +2,387 +20%
SW
204
SVB Wealth
Massachusetts
$522K +$537K +13,525 New
BPBT
205
Boston Private Bank & Trust
Massachusetts
$517K -$55.6K -1,400 -9%
JP Morgan Chase
206
JP Morgan Chase
New York
$511K -$2M -50,355 -79%
DAS
207
Dynamic Advisor Solutions
Arizona
$492K +$9.93K +250 +2%
PSUF
208
People's United Financial
Connecticut
$486K -$22.4K -563 -4%
VanEck Associates
209
VanEck Associates
New York
$478K +$51.5K +1,296 +12%
LIM
210
Leavell Investment Management
Alabama
$464K
Stifel Financial
211
Stifel Financial
Missouri
$463K -$29.5K -743 -6%
CAM
212
Capstone Asset Management
Texas
$456K -$8.34K -210 -2%
HTHT
213
Hemenway Trust Hemenway Trust
New Hampshire
$456K
SG Americas Securities
214
SG Americas Securities
New York
$450K -$76.6K -1,928 -14%
RAM
215
Redmond Asset Management
Virginia
$449K +$84.6K +2,129 +22%
GC
216
Guggenheim Capital
Illinois
$445K +$144K +3,632 +46%
TFF
217
Timothy F. Fidgeon
$443K
PAM
218
Panagora Asset Management
Massachusetts
$430K
B
219
Barings
North Carolina
$420K
CFB
220
Cullen/Frost Bankers
Texas
$417K +$429K +10,800 New
WAM
221
World Asset Management
Michigan
$411K -$79.5K -2,000 -16%
MIM
222
Marco Investment Management
Georgia
$409K
Canada Life
223
Canada Life
Manitoba, Canada
$406K
OA
224
OFI Advisors
Pennsylvania
$394K +$1.43K +36 +0.4%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$386K -$11.9K -300 -3%