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Ecolab
ECL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1026
Beaumont Financial Advisors
Massachusetts
$306K -$85.1K -400 -22%
JF
1027
Jump Financial
Illinois
$305K +$36.4K +171 +14%
MPW
1028
Monterey Private Wealth
California
$302K – – –
PP
1029
Pegasus Partners
Wisconsin
$301K +$23.8K +112 +9%
BP
1030
Ballentine Partners
Massachusetts
$301K +$33.6K +158 +13%
WB
1031
WesBanco Bank
West Virginia
$301K +$300K +1,410 New
FMLI
1032
Fukoku Mutual Life Insurance
Japan
$300K -$42.6K -200 -13%
IA
1033
IFG Advisory
Georgia
$299K +$70.2K +330 +31%
RCAG
1034
Rehmann Capital Advisory Group
Michigan
$294K -$28.5K -134 -9%
MCM
1035
Monarch Capital Management
Indiana
$294K – – –
TIP
1036
Torray Investment Partners
Maryland
$293K -$60.4K -284 -17%
DY
1037
Dowling & Yahnke
California
$293K -$10.9K -51 -4%
BDF
1038
Balasa Dinverno & Foltz
$293K +$3.19K +15 +1%
PF
1039
Phoenix Financial
Israel
$292K +$82.1K +386 +40%
EWM
1040
Evermay Wealth Management
Virginia
$289K -$10.6K -50 -4%
SNBOSD
1041
Security National Bank of So Dak
Iowa
$289K – – –
ECM
1042
Evergreen Capital Management
Washington
$288K +$41.3K +194 +17%
ST
1043
Smithfield Trust
Pennsylvania
$287K – – –
DAS
1044
Dynamic Advisor Solutions
Arizona
$282K -$991K -4,659 -78%
MCM
1045
MAI Capital Management
Ohio
$282K -$12.1K -57 -4%
MFG
1046
Merit Financial Group
Georgia
$282K – – –
ED
1047
Exane Derivatives
France
$282K +$280K +1,315 New
RWP
1048
RWA Wealth Partners
Massachusetts
$278K – – –
AL
1049
ADE LLC
Maryland
$277K – – –
MSFS
1050
Main Street Financial Solutions
Pennsylvania
$277K +$3.19K +15 +1%
40 41
42
43 44