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Parker-Hannifin
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
826
Carolinas Wealth Consulting
North Carolina
$101K +$31.9K +103 +48%
LF
827
Lee Financial
Texas
$98K – – –
EI
828
Ellevest Inc
New York
$96K +$10.2K +33 +12%
NFG
829
Next Financial Group
Texas
$93K +$13.9K +45 +18%
AWM
830
Atticus Wealth Management
Florida
$87K – – –
AWA
831
Amplius Wealth Advisors
Pennsylvania
$87K +$85.4K +276 New
HNWA
832
Henrickson Nauta Wealth Advisors
Michigan
$87K +$86K +278 New
BWM
833
BerganKDV Wealth Management
Minnesota
$85K +$80.4K +260 +4,333%
CA
834
CoreCap Advisors
Michigan
$82K +$80.1K +259 New
TFP
835
Tilia Fiduciary Partners
North Carolina
$78K +$75.5K +244 New
BHWM
836
Bay Harbor Wealth Management
Maryland
$76K +$3.09K +10 +4%
GWS
837
Glassman Wealth Services
Virginia
$72K +$23.2K +75 +50%
CBT
838
Central Bank & Trust
Kentucky
$68K – – –
SSB
839
Sandy Spring Bank
Maryland
$68K – – –
PHK
840
Point72 Hong Kong
Hong Kong
$66K -$3.04M -9,837 -98%
AAP
841
Arax Advisory Partners
Colorado
$66K – – –
SIC
842
Salem Investment Counselors
North Carolina
$64K – – –
SC
843
Steph & Co
Wisconsin
$64K – – –
CSWM
844
Cassady Schiller Wealth Management
Ohio
$64K +$61.9K +200 New
CNBTD
845
Citizens National Bank Trust Department
Mississippi
$64K +$61.9K +200 New
SWA
846
SOA Wealth Advisors
New York
$62K +$309 +1 +0.5%
AF
847
Allworth Financial
California
$60K +$56.9K +184 +3,680%
FFA
848
Freedman Financial Associates
Massachusetts
$59K – – –
PVH
849
Psagot Value Holdings
Israel
$59K – – –
CWS
850
Confluence Wealth Services
Pennsylvania
$59K +$57.5K +186 New
32 33
34
35 36