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Fortive
FTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
601
Lake Street Advisors Group
New Hampshire
$220K +$209K +3,965 New
AWM
602
Apollon Wealth Management
South Carolina
$220K +$209K +3,960 New
KWM
603
Kolinsky Wealth Management
New Jersey
$219K -$21K -398 -9%
CA
604
Clearstead Advisors
Ohio
$217K -$1.42K -27 -0.7%
WPC
605
Wedmont Private Capital
Pennsylvania
$211K +$2.32K +44 +1%
STCOSD
606
Sageworth Trust Company of South Dakota
South Dakota
$210K – – –
HAG
607
HighPoint Advisor Group
Illinois
$207K +$171K +3,247 New
BPA
608
Beacon Pointe Advisors
California
$206K -$16.2K -308 -8%
CGL
609
Clarius Group LLC
Washington
$205K -$36.9K -699 -16%
TCA
610
Transcend Capital Advisors
New Jersey
$204K -$29.3K -555 -13%
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$204K – – –
BCFD
612
Boit C.F. David
$202K +$126K +2,389 +172%
QCG
613
Quadrant Capital Group
Ohio
$201K +$8.81K +167 +5%
WB
614
Webster Bank
Connecticut
$198K +$36.5K +692 +24%
CB
615
CNB Bank
Pennsylvania
$173K – – –
DGAM
616
Desjardins Global Asset Management
Quebec, Canada
$172K +$2.11K +40 +1%
WT
617
Washington Trust
Rhode Island
$159K – – –
CWM
618
Compass Wealth Management
Connecticut
$146K – – –
TH
619
TCTC Holdings
Texas
$139K – – –
SIM
620
Sentry Investment Management
Wisconsin
$137K -$13.9K -264 -10%
TWC
621
TD Waterhouse Canada
Ontario, Canada
$135K -$67K -1,270 -34%
SPIA
622
Steward Partners Investment Advisory
New York
$129K +$5.8K +110 +5%
NS
623
NBC Securities
Alabama
$124K +$264 +5 +0.2%
PCM
624
Penserra Capital Management
California
$119K -$24.2K -459 -18%
CTC
625
Central Trust Company
Missouri
$107K – – –
23 24
25
26 27