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Ecolab
ECL

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
951
FAS Wealth Partners
Kansas
$231K +$2.2K +15 +1%
TCBWMS
952
Texas Capital Bank Wealth Management Services
Texas
$228K -$20.6K -140 -8%
AWM
953
Aries Wealth Management
Maine
$228K – – –
SCM
954
Shelton Capital Management
Colorado
$228K -$29.4K -200 -11%
JAG
955
Journey Advisory Group
Kentucky
$227K +$229K +1,560 New
ACM
956
AUA Capital Management
Pennsylvania
$227K – – –
TW
957
Transform Wealth
Colorado
$226K -$14.7K -100 -6%
AL
958
Aspiriant LLC
California
$226K +$7.64K +52 +3%
DA
959
Duality Advisers
Florida
$223K -$2.65M -18,038 -92%
SIC
960
SFE Investment Counsel
California
$223K +$1.18K +8 +0.5%
AAS
961
Annex Advisory Services
Wisconsin
$222K +$3.08K +21 +1%
AC
962
ASB Consultores
Florida
$222K -$36.4K -248 -14%
CI
963
CX Institutional
Indiana
$220K +$222K +1,512 New
ESCM
964
Echo Street Capital Management
New York
$220K +$16.3K +111 +8%
ACM
965
Alta Capital Management
Utah
$218K – – –
LNB
966
Ledyard National Bank
$218K – – –
NP
967
NorthRock Partners
Minnesota
$218K -$55.8K -380 -20%
RWP
968
RWA Wealth Partners
Massachusetts
$217K -$5.15M -35,068 -96%
WSTAM
969
Wilbanks Smith & Thomas Asset Management
Virginia
$216K – – –
VV
970
Verity & Verity
South Carolina
$216K -$79.8K -543 -27%
WSFS
971
Wilmington Savings Fund Society
Delaware
$213K -$4.41K -30 -2%
OPA
972
Old Port Advisors
Maine
$210K – – –
OIA
973
OneDigital Investment Advisors
Kansas
$210K +$212K +1,440 New
WB
974
WesBanco Bank
West Virginia
$209K +$211K +1,434 New
CPIG
975
Chicago Partners Investment Group
Illinois
$209K -$33.5K -228 -14%
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40 41