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Applied Industrial Technologies
AIT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
526
Golden State Equity Partners
California
$7.43K +$7.62K +28 New
WTC
527
WhitTier Trust Company
Nevada
$7.28K +$4.08K +15 +125%
RWS
528
Retirement Wealth Solutions
Wisconsin
$7.16K +$1.09K +4 +17%
JWM
529
JPL Wealth Management
Colorado
$7.16K +$7.35K +27 New
OCWP
530
Owl Creek Wealth Partners
Colorado
$6.9K +$7.08K +26 New
HNW
531
High Note Wealth
Minnesota
$6.37K – – –
DWM
532
Dogwood Wealth Management
Kansas
$6.37K +$6.53K +24 New
WPA
533
Wealth Preservation Advisors
Tennessee
$6.37K +$6.53K +24 New
LI
534
LRI Investments
Florida
$6.1K – – –
FFO
535
Fortitude Family Office
Arizona
$6.1K +$3.81K +14 +156%
CAL
536
Capital Analysts LLC
Pennsylvania
$6K – – –
IAS
537
IMA Advisory Services
Colorado
$5.31K -$544 -2 -9%
CA
538
CoreCap Advisors
Michigan
$5.31K – – –
CIAM
539
Caitong International Asset Management
Hong Kong
$5.04K +$5.17K +19 New
HWP
540
Highline Wealth Partners
California
$5.04K +$5.17K +19 New
BWL
541
Bogart Wealth LLC
Virginia
$4.51K +$1.91K +7 +70%
SS
542
Sunbelt Securities
Texas
$4.25K +$817 +3 +23%
AWM
543
Abound Wealth Management
Tennessee
$4.03K -$4.08K -15 -50%
AS
544
Altshuler Shaham
Israel
$3.98K -$272 -1 -6%
BBHC
545
Brown Brothers Harriman & Co
New York
$3.98K – – –
SEP
546
Signature Equity Partners
Ohio
$3.9K -$9.26K -34 -69%
SI
547
Sapience Investments
California
$3.71K -$534K -1,962 -99%
S
548
Sachetta
Massachusetts
$3.45K +$3.54K +13 New
RCM
549
Richardson Capital Management
Wisconsin
$3.45K +$3.54K +13 New
RF
550
Rossby Financial
Florida
$3.23K +$1.63K +6 +100%
20 21
22
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