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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
D
776
Diversified
Delaware
$61K +$74.5K +301 New
AAP
777
Arax Advisory Partners
Colorado
$57K – – –
NSB
778
Norway Savings Bank
Maine
$56K +$1.49K +6 +3%
PCG
779
Private Capital Group
Connecticut
$55K – – –
BCA
780
Berman Capital Advisors
Georgia
$55K +$12.1K +49 +32%
MMG
781
Monetary Management Group
Missouri
$54K – – –
WEC
782
Winslow Evans & Crocker
Massachusetts
$54K +$2.48K +10 +5%
SWA
783
SOA Wealth Advisors
New York
$53K +$48.3K +195 New
FCH
784
Freestone Capital Holdings
Washington
$51.5K +$1.49K +6 +3%
FFA
785
Freedman Financial Associates
Massachusetts
$51K +$46.1K +186 New
VFA
786
Valeo Financial Advisors
Indiana
$49K +$34.9K +141 +381%
KFS
787
Kelly Financial Services
Massachusetts
$48.8K – – –
TPWA
788
TRUE Private Wealth Advisors
Oregon
$48K – – –
RPWA
789
Regent Peak Wealth Advisors
Georgia
$48K +$43.6K +176 New
FP
790
Financial Perspectives
Minnesota
$47.7K – – –
ONST
791
Old North State Trust
North Carolina
$46K -$25K -101 -38%
CBT
792
Central Bank & Trust
Kentucky
$45K – – –
FPW
793
Flagship Private Wealth
Massachusetts
$42.6K +$42.1K +170 New
MAWCM
794
Mine & Arao Wealth Creation & Management
California
$42K – – –
BCM
795
Bourgeon Capital Management
Connecticut
$41K -$37.2K -150 -50%
GCM
796
Gables Capital Management
Florida
$41K – – –
CCA
797
Childress Capital Advisors
Texas
$41K +$37.2K +150 New
RFA
798
Reilly Financial Advisors
California
$40K -$1.98K -8 -5%
WB
799
Webster Bank
Connecticut
$40K – – –
NFG
800
Next Financial Group
Texas
$40K +$10.7K +43 +41%
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