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Illinois Tool Works
ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
DO
2001
denkapparat Operations
Germany
– -$305K -1,238 Closed
PCA
2002
Pallas Capital Advisors
Massachusetts
– -$268K -1,090 Closed
LS
2003
Livforsakringsbolaget Skandia
Sweden
– -$259K -1,047 Closed
ICP
2004
Interchange Capital Partners
Pennsylvania
– -$253K -1,028 Closed
LP
2005
LMR Partners
United Kingdom
– -$249K -1,012 Closed
HWMO
2006
Heritage Wealth Management (Ohio)
Ohio
– -$240K -975 Closed
RC
2007
Resolute Capital
South Carolina
– -$237K -962 Closed
GCM
2008
Graham Capital Management
Connecticut
– -$235K -955 Closed
PFG
2009
PAX Financial Group
Texas
– -$226K -919 Closed
AWA
2010
A4 Wealth Advisors
North Carolina
– -$224K -911 Closed
DAS
2011
Diversify Advisory Services
Utah
– -$229K -869 Closed
SFGM
2012
Stonebridge Financial Group (Missouri)
Missouri
– -$214K -867 Closed
SFM
2013
Stack Financial Management
Montana
– -$212K -860 Closed
SMA
2014
Seven Mile Advisory
New Jersey
– -$208K -845 Closed
WAOI
2015
Wealth Advisors of Iowa
Iowa
– -$207K -840 Closed
BRWA
2016
B. Riley Wealth Advisors
Florida
– -$206K -835 Closed
GPW
2017
Genesis Private Wealth
Virginia
– -$206K -835 Closed
ECM
2018
EagleClaw Capital Management
Massachusetts
– -$203K -825 Closed
I
2019
InceptionR
California
– -$202K -819 Closed
IWN
2020
Independent Wealth Network
Iowa
– -$202K -818 Closed
SIM
2021
Sentry Investment Management
Wisconsin
– -$161K -654 Closed
VT
2022
Volterra Technologies
New York
– -$145K -588 Closed
KBFS
2023
Kohmann Bosshard Financial Services
Ohio
– -$144K -586 Closed
EI
2024
eCIO Inc
Wisconsin
– -$144K -583 Closed
SHF
2025
Safe Harbor Fiduciary
Florida
– -$132K -537 Closed
79 80
81
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