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Applied Industrial Technologies
AIT

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
476
DiNuzzo Private Wealth
Pennsylvania
$2.16K – – –
SIC
477
SJS Investment Consulting
Ohio
$1.92K -$997 -4 -33%
WTC
478
WhitTier Trust Company
Nevada
$1.92K – – –
CFD
479
Creative Financial Designs
Indiana
$1.69K -$37.4K -150 -96%
CFFP
480
Center for Financial Planning
Michigan
$1.68K +$1.75K +7 New
CWP
481
Concord Wealth Partners
Virginia
$1.68K – – –
CA
482
Continuum Advisory
Idaho
$1.44K – – –
CFB
483
Cullen/Frost Bankers
Texas
$1.44K +$1.5K +6 New
HI
484
Horizon Investments
North Carolina
$1.44K +$1.5K +6 New
AGWCA
485
Annis Gardner Whiting Capital Advisors
Florida
$1.2K – – –
PPC
486
Park Place Capital
Alabama
$1.2K – – –
CSWM
487
Cassady Schiller Wealth Management
Ohio
$1.2K +$1.25K +5 New
BF
488
BOK Financial
Oklahoma
$734 +$748 +3 New
NS
489
NBC Securities
Alabama
$580 -$462K -1,851 -100%
CPG
490
Cornerstone Planning Group
New Jersey
$503 – – –
GFPC
491
Global Financial Private Client
Florida
$479 +$499 +2 New
NC
492
NewSquare Capital
Pennsylvania
$479 +$499 +2 New
TFM
493
TFC Financial Management
Massachusetts
$240 – – –
WCM
494
WealthTrak Capital Management
Virginia
$240 +$249 +1 New
MHR
495
Matthew Hamilton Rosenberg
$239 – – –
AF
496
Advisornet Financial
Minnesota
$239 +$249 +1 New
PWM
497
Parkworth Wealth Management
California
$239 +$249 +1 New
PWA
498
Principia Wealth Advisory
Texas
$239 +$249 +1 New
HAI
499
Hennessy Advisors Inc
California
– -$46.1M -206,500 Closed
RG
500
Renaissance Group
Kentucky
– -$4.33M -19,402 Closed
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