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Ecolab
ECL

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1026
IMPACTfolio
Colorado
$218K – – –
NW
1027
NewEdge Wealth
Pennsylvania
$217K +$38.2K +210 +20%
IWC
1028
Integrated Wealth Concepts
Massachusetts
$217K +$18.6K +102 +9%
HTC
1029
Haverford Trust Company
Pennsylvania
$216K -$283K -1,556 -55%
CMBA
1030
C.M. Bidwell & Associates
Hawaii
$216K +$99.7K +548 +75%
EWM
1031
Evermay Wealth Management
Virginia
$216K +$7.28K +40 +3%
VAS
1032
Vestmark Advisory Solutions
Massachusetts
$215K -$2M -10,986 -90%
PCM
1033
Prelude Capital Management
New York
$214K +$230K +1,265 New
TA
1034
TKG Advisors
Indiana
$213K +$182 +1 +0.1%
RIG
1035
Renaissance Investment Group
Massachusetts
$213K – – –
BDFN
1036
Bond & Devick Financial Network
Minnesota
$212K – – –
BTWM
1037
Baker Tilly Wealth Management
Wisconsin
$211K -$298K -1,639 -57%
CM
1038
Capital Management
Virginia
$211K – – –
T
1039
TOBAM
France
$210K -$546 -3 -0.2%
NAS
1040
Nicolet Advisory Services
Wisconsin
$208K +$224K +1,229 New
IA
1041
IAM Advisory
Pennsylvania
$206K +$221K +1,217 New
CFA
1042
CWS Financial Advisors
Michigan
$206K -$6.37K -35 -3%
GS
1043
GTS Securities
Florida
$206K -$375K -2,063 -63%
CPIG
1044
Chicago Partners Investment Group
Illinois
$205K -$17.8K -98 -7%
KFA
1045
Kapstone Financial Advisors
Ohio
$205K – – –
AWC
1046
Adamsbrown Wealth Consultants
Kansas
$205K – – –
RZH
1047
Relyea Zuckerberg Hanson
Connecticut
$205K -$20.9K -115 -9%
EAM
1048
Empirical Asset Management
Massachusetts
$205K – – –
HC
1049
Hamilton Capital
Ohio
$204K +$364 +2 +0.2%
SMA
1050
Sage Mountain Advisors
Georgia
$203K +$2.18K +12 +1%
40 41
42
43 44