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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
601
Harfst & Associates
Wyoming
$542K -$2.58K -9 -0.5%
CBFP
602
Cedar Brook Financial Partners
Ohio
$542K -$5.15K -18 -1%
APWM
603
Atlas Private Wealth Management
New York
$538K +$72.7K +254 +16%
CCM
604
Coldstream Capital Management
Washington
$536K +$527K +1,841 New
BRWA
605
B. Riley Wealth Advisors
Florida
$533K -$28.6K -100 -5%
EWA
606
Exencial Wealth Advisors
Oklahoma
$530K +$63K +220 +14%
GIA
607
Gladstone Institutional Advisory
Florida
$530K -$64.7K -226 -11%
HC
608
Hamilton Capital
Ohio
$528K -$140K -490 -21%
AIM
609
Alhambra Investment Management
Florida
$526K – – –
IIM
610
Intact Investment Management
Quebec, Canada
$524K -$172K -600 -25%
SCA
611
STALEY CAPITAL ADVISERS
Pennsylvania
$521K – – –
GC
612
Gratus Capital
Georgia
$520K +$512K +1,788 New
MMM
613
Mendel Money Management
Illinois
$504K -$1.43K -5 -0.3%
CCS
614
Concentric Capital Strategies
Connecticut
$501K +$493K +1,721 New
AAS
615
Ameritas Advisory Services
Nebraska
$501K +$2.86K +10 +0.6%
SIG
616
Stonegate Investment Group
Alabama
$499K +$24K +84 +5%
ST
617
Smithfield Trust
Pennsylvania
$498K -$22.3K -78 -4%
TPCW
618
TD Private Client Wealth
New York
$497K -$10.6K -37 -2%
PCS
619
Personal CFO Solutions
New Jersey
$493K +$30.1K +105 +7%
PA
620
Pinnacle Associates
New York
$489K -$286 -1 -0.1%
PCP
621
Proficio Capital Partners
Massachusetts
$486K +$4.01K +14 +0.8%
EWM
622
Endurance Wealth Management
Rhode Island
$481K – – –
ACIM
623
Azimuth Capital Investment Management
Michigan
$480K +$472K +1,650 New
CM
624
Columbus Macro
Pennsylvania
$474K +$36.6K +128 +9%
AWS
625
Atria Wealth Solutions
New York
$467K +$82.7K +289 +22%
23 24
25
26 27