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Ecolab
ECL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
901
Summit Financial Strategies
Ohio
$805K – – –
MWM
902
MBE Wealth Management
Wisconsin
$803K -$60.5K -240 -7%
GWP
903
Gen-Wealth Partners
Michigan
$802K -$64.5K -256 -7%
BAM
904
Blueshift Asset Management
New Jersey
$796K +$281K +1,115 +55%
WHCI
905
W.H. Cornerstone Investments
Massachusetts
$794K +$2.02K +8 +0.3%
EWM
906
Empirical Wealth Management
Washington
$790K +$37.6K +149 +5%
MW
907
Maia Wealth
Colorado
$790K -$10.1K -40 -1%
RZH
908
Relyea Zuckerberg Hanson
Connecticut
$788K +$21.9K +87 +3%
PWP
909
Perfromance Wealth Partners
Illinois
$786K +$756 +3 +0.1%
AWM
910
Aprio Wealth Management
Georgia
$785K +$367K +1,454 +88%
BI
911
Bradyco Inc
Massachusetts
$783K – – –
EB
912
Emprise Bank
Kansas
$777K -$8.57K -34 -1%
PCS
913
Personal CFO Solutions
New Jersey
$775K +$180K +714 +30%
KWM
914
Kingsview Wealth Management
Oregon
$769K -$40.3K -160 -5%
GSC
915
G&S Capital
Colorado
$768K +$16.4K +65 +2%
CB
916
CNB Bank
Pennsylvania
$768K +$94.8K +376 +14%
SFS
917
Sowell Financial Services
Arkansas
$765K +$761K +3,017 New
PCA
918
Peddock Capital Advisors
Massachusetts
$764K -$18.4K -73 -2%
FPW
919
Fairvoy Private Wealth
Alabama
$763K +$758K +3,009 New
MWA
920
Martel Wealth Advisors
Washington
$761K – – –
GWWM
921
Great Waters Wealth Management
Minnesota
$758K -$22.9K -91 -3%
TCM
922
Twin Capital Management
Pennsylvania
$758K -$27.7K -110 -4%
MWM
923
Meridian Wealth Management
Kentucky
$757K -$2.02K -8 -0.3%
SF
924
Summit Financial
New Jersey
$755K +$49.9K +198 +7%
PCM
925
Penserra Capital Management
California
$751K +$581K +2,303 +347%
35 36
37
38 39