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Ecolab
ECL

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1001
FAS Wealth Partners
Kansas
$276K +$564 +3 +0.2%
1WA
1002
180 Wealth Advisors
Washington
$276K +$16.5K +88 +6%
SLWA
1003
San Luis Wealth Advisors
California
$276K +$221K +1,176 New
LNWTC
1004
Laird Norton Wetherby Trust Company
Washington
$275K -$6.39K -34 -2%
HSA
1005
HBK Sorce Advisory
Pennsylvania
$273K -$33.6K -179 -10%
HNW
1006
High Note Wealth
Minnesota
$272K – – –
GTCM
1007
Gyon Technologies Capital Management
New Jersey
$271K +$126K +669 +77%
FB
1008
Fulton Bank
Pennsylvania
$270K -$949K -5,054 -77%
RC
1009
Rovin Capital
Arizona
$270K +$287K +1,527 New
AL
1010
Aspiriant LLC
California
$269K -$751 -4 -0.3%
JHP
1011
James Hambro & Partners
United Kingdom
$265K -$6.72M -35,762 -96%
AAS
1012
Annex Advisory Services
Wisconsin
$265K -$17.7K -94 -6%
DA
1013
DSC Advisors
Illinois
$265K +$282K +1,499 New
IFWM
1014
Institute for Wealth Management
Colorado
$264K – – –
SIC
1015
SFE Investment Counsel
California
$263K +$16K +85 +6%
AWM
1016
Angeles Wealth Management
California
$263K +$280K +1,492 New
PL
1017
Plancorp LLC
Missouri
$257K -$17.7K -94 -6%
TWM
1018
Thrive Wealth Management
Pennsylvania
$256K -$64.6K -344 -19%
MAM
1019
Magellan Asset Management
Australia
$256K +$59.2K +315 +28%
XWM
1020
Xcel Wealth Management
Florida
$252K -$230K -1,225 -46%
AWM
1021
Altium Wealth Management
New York
$249K -$127K -678 -32%
DJSG
1022
D.J. St. Germain
Massachusetts
$248K – – –
EAM
1023
Empirical Asset Management
Massachusetts
$247K -$272K -1,448 -51%
SIC
1024
Salem Investment Counselors
North Carolina
$247K -$22.2K -118 -8%
PCS
1025
Personal CFO Solutions
New Jersey
$247K +$62.9K +335 +31%
39 40
41
42 43