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Ecolab
ECL

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
1301
Waypoint Wealth Counsel
Georgia
$235K +$27.2K +100 +13%
HHRDM
1302
H&H Retirement Design & Management
Nevada
$234K -$16.6K -61 -6%
TWG
1303
The Wealth Group
Minnesota
$234K +$10.9K +40 +5%
CFG
1304
Cooper Financial Group
California
$231K +$18.2K +67 +9%
LOAMU
1305
Lombard Odier Asset Management (USA)
New York
$231K +$229K +844 New
SIM
1306
Sentry Investment Management
Wisconsin
$231K +$1.36K +5 +0.6%
UCB
1307
United Community Bank
South Carolina
$229K -$543 -2 -0.2%
FP
1308
Financial Perspectives
Minnesota
$228K +$7.33K +27 +3%
AWE
1309
Avidian Wealth Enterprises
Texas
$228K +$16.3K +60 +8%
CCMG
1310
Clark Capital Management Group
Pennsylvania
$227K +$4.89K +18 +2%
FNBT
1311
FineMark National Bank & Trust
Florida
$227K -$31.5K -116 -12%
APA
1312
Astoria Portfolio Advisors
New York
$227K -$112K -412 -34%
BWP
1313
BSW Wealth Partners
Colorado
$226K -$34.8K -128 -13%
HA
1314
Huntleigh Advisors
Missouri
$226K -$29.3K -108 -12%
TIA
1315
Tiemann Investment Advisors
California
$226K -$9.51K -35 -4%
JWBC
1316
J.W. Burns & Co
New York
$226K – – –
IFU
1317
iSAM Funds (UK)
United Kingdom
$226K +$224K +824 New
1SB
1318
1ST Source Bank
Indiana
$225K +$224K +823 New
CD
1319
Chapin Davis
Maryland
$224K +$2.44K +9 +1%
CF
1320
Claris Financial
Virginia
$224K +$222K +818 New
CC
1321
Cadinha & Co
Hawaii
$224K – – –
CCA
1322
Cobblestone Capital Advisors
New York
$223K -$2.44K -9 -1%
SGC
1323
Slocum, Gordon & Co
Rhode Island
$222K -$3.53K -13 -2%
SAW
1324
Signal Advisors Wealth
Michigan
$222K +$220K +811 New
FGWP
1325
Founders Grove Wealth Partners
Virginia
$220K -$543 -2 -0.2%
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