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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
726
Buckingham Strategic Wealth
Missouri
$279K +$15.7K +52 +6%
WPW
727
Waldron Private Wealth
Pennsylvania
$277K +$295K +978 New
HF
728
HRT Financial
New York
$273K +$291K +965 New
BMC
729
Benin Management Corp
Connecticut
$272K – – –
LC
730
Lindbrook Capital
California
$270K -$5.13K -17 -2%
CFA
731
CWS Financial Advisors
Michigan
$270K – – –
GIM
732
Groesbeck Investment Management
New Jersey
$270K – – –
BAM
733
Brave Asset Management
New Jersey
$269K – – –
SS
734
Simplicity Solutions
Minnesota
$268K -$282K -936 -50%
PWPS
735
Pinnacle Wealth Planning Services
Ohio
$266K +$603 +2 +0.2%
MC
736
Middleton & Co
Massachusetts
$264K -$15.1K -50 -5%
CCM
737
Crew Capital Management
Ohio
$263K – – –
GWM
738
Geneos Wealth Management
Colorado
$263K +$302 +1 +0.1%
HKIM
739
Hayek Kallen Investment Management
Alabama
$262K – – –
MP
740
McDonald Partners
Ohio
$262K +$279K +925 New
VCAM
741
Van Cleef Asset Management
Ohio
$261K – – –
WE
742
Wealth Effects
Massachusetts
$260K -$302 -1 -0.1%
WS
743
Wedbush Securities
California
$259K -$18.4K -61 -6%
CWP
744
Capital Wealth Planning
Florida
$259K – – –
B
745
Barings
North Carolina
$258K – – –
HH
746
Hilltop Holdings
Texas
$256K -$3.02K -10 -1%
SNBOSD
747
Security National Bank of So Dak
Iowa
$255K – – –
AAM
748
Auxier Asset Management
Oregon
$254K +$15.1K +50 +6%
APIM
749
Agate Pass Investment Management
Washington
$250K +$9.05K +30 +4%
RWA
750
Ropes Wealth Advisors
Massachusetts
$248K -$119K -395 -31%
28 29
30
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