We are live on ! Find out more
PH icon

Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
Shakespeare Wealth Management
Wisconsin
$593K – – –
ZCM
702
Ziegler Capital Management
Illinois
$592K -$17.3K -43 -3%
CST
703
Charles Schwab Trust
Nevada
$591K – – –
SAG
704
SageView Advisory Group
California
$588K +$317K +788 +109%
RCM
705
Raleigh Capital Management
North Carolina
$588K +$285K +708 +88%
IWM
706
IHT Wealth Management
Illinois
$586K +$35.8K +89 +6%
SCA
707
Stokes Capital Advisors
South Carolina
$584K – – –
PWPS
708
Pinnacle Wealth Planning Services
Ohio
$583K +$144K +359 +32%
HR
709
Hardy Reed
Mississippi
$581K -$6.03K -15 -1%
MAM
710
Martingale Asset Management
Massachusetts
$581K +$599K +1,491 New
KWM
711
Kingsview Wealth Management
Oregon
$579K +$19.7K +49 +3%
LFA
712
Laraway Financial Advisors
Minnesota
$578K – – –
BCFD
713
Boit C.F. David
$578K – – –
FFM
714
Forum Financial Management
Illinois
$576K – – –
CG
715
Caprock Group
Idaho
$575K -$9.65K -24 -2%
EWA
716
Exencial Wealth Advisors
Oklahoma
$575K +$87.6K +218 +17%
PA
717
Profund Advisors
Maryland
$572K -$10K -25 -2%
MCCP
718
Mission Creek Capital Partners
California
$567K -$26.1K -65 -4%
TCOV
719
Trust Company of Vermont
Vermont
$565K -$16.1K -40 -3%
CI
720
Cavalier Investments
Georgia
$562K +$14.1K +35 +2%
ESCM
721
Echo Street Capital Management
New York
$561K +$42.2K +105 +8%
GCP
722
GSA Capital Partners
United Kingdom
$554K +$571K +1,421 New
NFG
723
Nations Financial Group
Iowa
$553K +$104K +259 +22%
AWA
724
Arkadios Wealth Advisors
Georgia
$552K +$74.4K +185 +15%
GIA
725
Gladstone Institutional Advisory
Florida
$550K -$58.3K -145 -9%
27 28
29
30 31