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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
BCI
702
Brinker Capital Investments
Pennsylvania
$4K – – –
BC
703
Bartlett & Co
Ohio
$4K +$3.97K +23 New
BCWM
704
Bartlett & Co Wealth Management
Ohio
$3.91K +$3.97K +23 New
TWA
705
TCI Wealth Advisors
Arizona
$3K -$517 -3 -17%
BWM
706
Baystate Wealth Management
Massachusetts
$3K – – –
CFA
707
Camarda Financial Advisors
Florida
$3K – – –
WAS
708
Winch Advisory Services
Wisconsin
$3K +$3.28K +19 New
EWA
709
Evolution Wealth Advisors
Florida
$3K +$3.45K +20 New
SWA
710
Sutton Wealth Advisors
Florida
$2.04K – – –
AIM
711
Advantage Investment Management
Iowa
$2K – – –
BEI
712
Benjamin Edwards Inc
Missouri
$2K +$2.24K +13 New
NIM
713
NuWave Investment Management
New Jersey
$1K -$194K -1,122 -100%
RA
714
Rational Advisors
New York
$1K -$55K -319 -98%
AWM
715
Avior Wealth Management
Nebraska
$1K -$17.6K -102 -95%
FPFS
716
First Personal Financial Services
North Carolina
$1K -$2.76K -16 -73%
CFA
717
Carroll Financial Associates
North Carolina
$1K -$2.42K -14 -67%
GTAM
718
Global Trust Asset Management
Florida
$1K – – –
TI
719
Truehand Inc
New Hampshire
$1K – – –
BL
720
Balentine LLC
Georgia
$1K +$1.03K +6 New
BBHC
721
Brown Brothers Harriman & Co
New York
$1K +$1.21K +7 New
SQA
722
Simon Quick Advisors
New Jersey
$850 +$862 +5 New
W
723
WealthStone
Ohio
$680 +$690 +4 New
SI
724
Scout Investments
Missouri
– -$33.8M -196,761 Closed
CTA
725
Carillon Tower Advisers
Florida
– -$22.9M -133,375 Closed
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