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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
801
Freedman Financial Associates
Massachusetts
$59K – – –
KFS
802
Kelly Financial Services
Massachusetts
$56.5K – – –
FP
803
Financial Perspectives
Minnesota
$55.3K – – –
CWM
804
Cranbrook Wealth Management
Michigan
$55K +$49.9K +173 New
FPW
805
Flagship Private Wealth
Massachusetts
$54.4K – – –
ONST
806
Old North State Trust
North Carolina
$53K – – –
NFG
807
Next Financial Group
Texas
$53K +$5.77K +20 +13%
OIA
808
Optimum Investment Advisors
Illinois
$53K +$21.7K +75 +81%
BBHC
809
Brown Brothers Harriman & Co
New York
$52K -$92.1K -319 -66%
RFA
810
Reilly Financial Advisors
California
$51K +$4.33K +15 +10%
SFS
811
Sowell Financial Services
Arkansas
$51K +$15.9K +55 +52%
MAWCM
812
Mine & Arao Wealth Creation & Management
California
$49K – – –
BCM
813
Bourgeon Capital Management
Connecticut
$47K – – –
GCM
814
Gables Capital Management
Florida
$47K – – –
HFM
815
Harvest Fund Management
China
$46K – – –
WB
816
Webster Bank
Connecticut
$46K – – –
GWS
817
Glassman Wealth Services
Virginia
$45K +$12.4K +43 +43%
ZB
818
Zions Bancorporation
Utah
$45K +$29.4K +102 +255%
IBOK
819
Independence Bank of Kentucky
Kentucky
$44K -$67.8K -235 -63%
ME
820
McIlrath & Eck
Washington
$43K +$2.02K +7 +5%
CFO
821
CVA Family Office
Colorado
$43K +$39K +135 New
LC
822
Lindbrook Capital
California
$41K +$7.22K +25 +24%
SCM
823
Silvant Capital Management
Georgia
$40K – – –
BFC
824
Bedel Financial Consulting
Indiana
$40K +$2.6K +9 +8%
SIM
825
Sonora Investment Management
Arizona
$39K -$81.4K -282 -69%
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