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Ecolab
ECL

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1226
ORG Partners
Indiana
$283K +$2.72K +10 +1%
PA
1227
PFG Advisors
Arizona
$283K +$20.6K +76 +8%
RDFA
1228
Ritter Daniher Financial Advisory
Ohio
$282K +$280K +1,031 New
DJSG
1229
D.J. St. Germain
Massachusetts
$282K -$815 -3 -0.3%
BFP
1230
Beacon Financial Planning
Massachusetts
$282K +$1.63K +6 +0.6%
VWM
1231
Venturi Wealth Management
Texas
$281K +$279K +1,026 New
IA
1232
IAM Advisory
Pennsylvania
$281K +$543 +2 +0.2%
EH
1233
Equitable Holdings
New York
$279K +$5.98K +22 +2%
RIA
1234
Richwood Investment Advisors
Ohio
$278K -$272 -1 -0.1%
WA
1235
WBH Advisory
Maryland
$277K -$1.09K -4 -0.4%
CFP
1236
Catalyst Financial Partners
Massachusetts
$277K +$4.89K +18 +2%
CAWM
1237
Capital Advisors Wealth Management
Washington
$277K +$543 +2 +0.2%
SIC
1238
Sigma Investment Counselors
Michigan
$275K – – –
CSI
1239
Cross Staff Investments
New York
$274K – – –
CCG
1240
Cypress Capital Group
Florida
$274K – – –
EMB
1241
Elefante Mark B
$274K – – –
JBA
1242
Johnson Bixby & Associates
Washington
$274K – – –
CA
1243
Claro Advisors
Massachusetts
$274K -$20.6K -76 -7%
TCWA
1244
Turtle Creek Wealth Advisors
Texas
$272K +$269K +992 New
SAM
1245
Sawgrass Asset Management
Florida
$271K +$21.7K +80 +9%
TCM
1246
Telos Capital Management
California
$270K -$1.9K -7 -0.7%
IFWM
1247
Institute for Wealth Management
Colorado
$269K – – –
CAGAS
1248
Capital Advisory Group Advisory Services
Minnesota
$269K -$4.35K -16 -2%
DWM
1249
Drive Wealth Management
Utah
$269K +$10.3K +38 +4%
AT
1250
Avalon Trust
New Mexico
$268K +$20.9K +77 +9%
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50
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