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Ecolab
ECL

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
801
Avantax Advisory Services
Texas
$544K +$17.7K +103 +4%
SSB
802
Sandy Spring Bank
Maryland
$543K – – –
PCM
803
Parsons Capital Management
Rhode Island
$540K – – –
BTWM
804
Baker Tilly Wealth Management
Wisconsin
$538K -$210K -1,218 -30%
MFA
805
Mayflower Financial Advisors
Massachusetts
$536K +$18.2K +106 +4%
AUB
806
Atlantic Union Bankshares
Virginia
$535K -$1.07M -6,188 -68%
MWM
807
Meridian Wealth Management
Kentucky
$535K +$32.9K +191 +7%
RC
808
Rovin Capital
Arizona
$530K -$4.47K -26 -0.9%
HTC
809
Haverford Trust Company
Pennsylvania
$529K +$166K +966 +52%
BG
810
Bollard Group
Massachusetts
$526K +$5.85K +34 +1%
RIS
811
Retirement Income Solutions
Michigan
$523K +$8.61K +50 +2%
MC
812
Martin Currie
United Kingdom
$520K +$479K +2,785 New
SJIM
813
St. Johns Investment Management
Florida
$519K +$6.2K +36 +1%
OP
814
ORG Partners
Indiana
$518K +$478K +2,780 New
HWAM
815
Hennion & Walsh Asset Management
New Jersey
$515K +$475K +2,757 New
DC
816
Diametric Capital
Massachusetts
$514K +$474K +2,754 New
APWM
817
Argonautica Private Wealth Management
Massachusetts
$513K +$473K +2,750 New
WEG
818
World Equity Group
Illinois
$510K -$2.48M -14,387 -84%
GWM
819
Geneos Wealth Management
Colorado
$509K +$179K +1,041 +62%
SW
820
SlateStone Wealth
Florida
$501K – – –
ICG
821
InterOcean Capital Group
Tennessee
$500K -$53.5K -311 -10%
USB
822
Union Savings Bank
Connecticut
$500K +$470K +2,728 New
MGIA
823
Moneta Group Investment Advisors
Missouri
$499K +$137K +797 +42%
PCIA
824
Prime Capital Investment Advisors
Kansas
$498K -$1.38K -8 -0.3%
CA
825
Clearstead Advisors
Ohio
$495K -$76.2K -443 -14%
31 32
33
34 35