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Ecolab
ECL

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1301
PACK Private Wealth
Minnesota
$237K – – –
LC
1302
LCNB Corp
Ohio
$237K – – –
WWC
1303
Waypoint Wealth Counsel
Georgia
$235K +$27.2K +100 +13%
HHRDM
1304
H&H Retirement Design & Management
Nevada
$234K -$16.6K -61 -6%
TWG
1305
The Wealth Group
Minnesota
$234K +$10.9K +40 +5%
CFG
1306
Cooper Financial Group
California
$231K +$18.2K +67 +9%
LOAMU
1307
Lombard Odier Asset Management (USA)
New York
$231K +$229K +844 New
SIM
1308
Sentry Investment Management
Wisconsin
$231K +$1.36K +5 +0.6%
UCB
1309
United Community Bank
South Carolina
$229K -$543 -2 -0.2%
FP
1310
Financial Perspectives
Minnesota
$228K +$7.33K +27 +3%
AWE
1311
Avidian Wealth Enterprises
Texas
$228K +$16.3K +60 +8%
CCMG
1312
Clark Capital Management Group
Pennsylvania
$227K +$4.89K +18 +2%
FNBT
1313
FineMark National Bank & Trust
Florida
$227K -$31.5K -116 -12%
APA
1314
Astoria Portfolio Advisors
New York
$227K -$112K -412 -34%
BWP
1315
BSW Wealth Partners
Colorado
$226K -$34.8K -128 -13%
HA
1316
Huntleigh Advisors
Missouri
$226K -$29.3K -108 -12%
TIA
1317
Tiemann Investment Advisors
California
$226K -$9.51K -35 -4%
JWBC
1318
J.W. Burns & Co
New York
$226K – – –
IFU
1319
iSAM Funds (UK)
United Kingdom
$226K +$224K +824 New
1SB
1320
1ST Source Bank
Indiana
$225K +$224K +823 New
CD
1321
Chapin Davis
Maryland
$224K +$2.44K +9 +1%
CF
1322
Claris Financial
Virginia
$224K +$222K +818 New
CC
1323
Cadinha & Co
Hawaii
$224K – – –
CCA
1324
Cobblestone Capital Advisors
New York
$223K -$2.44K -9 -1%
SGC
1325
Slocum, Gordon & Co
Rhode Island
$222K -$3.53K -13 -2%
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