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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
676
Clarius Group LLC
Washington
$607K – – –
DAS
677
Dynamic Advisor Solutions
Arizona
$606K +$178K +525 +51%
CI
678
Cigna Investments
Connecticut
$606K – – –
TFP
679
Tilia Fiduciary Partners
North Carolina
$605K +$112K +331 +27%
PCS
680
Personal CFO Solutions
New Jersey
$605K +$13.9K +41 +3%
PCM
681
Penserra Capital Management
California
$603K +$298K +881 +132%
SWM
682
Shakespeare Wealth Management
Wisconsin
$594K – – –
VAS
683
Vestmark Advisory Solutions
Massachusetts
$594K -$34.2K -101 -6%
MCCP
684
Mission Creek Capital Partners
California
$593K -$23.7K -70 -4%
APIM
685
Agate Pass Investment Management
Washington
$592K -$5.08K -15 -1%
HR
686
Hardy Reed
Mississippi
$588K +$152K +450 +43%
CG
687
Caprock Group
Idaho
$586K +$61.2K +181 +14%
BCFD
688
Boit C.F. David
$585K – – –
SCA
689
Stokes Capital Advisors
South Carolina
$585K – – –
PA
690
Profund Advisors
Maryland
$583K +$42K +124 +9%
TCOV
691
Trust Company of Vermont
Vermont
$582K -$53.1K -157 -10%
LFA
692
Laraway Financial Advisors
Minnesota
$579K -$8.46K -25 -2%
FFM
693
Forum Financial Management
Illinois
$577K -$6.09K -18 -1%
BC
694
Bridgefront Capital
Texas
$568K +$97.8K +289 +25%
KWM
695
Kingsview Wealth Management
Oregon
$560K +$17.6K +52 +4%
RBC
696
Romano Brothers & Co
Illinois
$558K – – –
IWM
697
IHT Wealth Management
Illinois
$552K +$58.5K +173 +14%
CI
698
Cavalier Investments
Georgia
$550K +$477K +1,409 New
ACIM
699
Azimuth Capital Investment Management
Michigan
$546K – – –
DWMS
700
Dominguez Wealth Management Solutions
Virginia
$546K – – –
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