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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
751
Hardy Reed
Mississippi
$355K – – –
RSWM
752
Robertson Stephens Wealth Management
California
$354K +$348K +1,052 New
MAM
753
Morse Asset Management
Connecticut
$353K +$348K +1,050 New
VCM
754
Vigilant Capital Management
Maine
$352K -$14.2K -43 -4%
PBC
755
Pavion Blue Capital
California
$349K – – –
LMKC
756
L.M. Kohn & Company
Ohio
$348K – – –
DAS
757
Dynamic Advisor Solutions
Arizona
$346K +$90.4K +273 +36%
SIC
758
Sterling Investment Counsel
New York
$346K +$30.1K +91 +10%
SIA
759
Schechter Investment Advisors
Michigan
$345K -$20.2K -61 -6%
MWM
760
Meridian Wealth Management
Kentucky
$345K +$12.6K +38 +4%
GB
761
Goepper Burkhardt
South Carolina
$344K – – –
MA
762
MCF Advisors
Kentucky
$343K – – –
SAM
763
S.A. Mason
Michigan
$342K – – –
FCB
764
First County Bank
Connecticut
$342K -$2.98K -9 -0.9%
ACM
765
Armbruster Capital Management
New York
$340K -$9.94K -30 -3%
NCM
766
Next Capital Management
New York
$336K – – –
ICG
767
InterOcean Capital Group
Tennessee
$335K -$33.1K -100 -9%
STA
768
Summit Trail Advisors
New York
$334K +$330K +995 New
AT
769
American Trust
Kentucky
$334K +$329K +994 New
SCM
770
Stevens Capital Management
Pennsylvania
$333K -$156K -472 -32%
DWM
771
Dakota Wealth Management
Florida
$333K +$62.3K +188 +23%
VFA
772
Valeo Financial Advisors
Indiana
$332K +$327K +987 New
CWM
773
Calamos Wealth Management
Illinois
$331K +$326K +985 New
RIL
774
Rothschild Investment LLC
Illinois
$331K -$6.29K -19 -2%
AWM
775
Axxcess Wealth Management
California
$331K +$88.8K +268 +37%
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31
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