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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
901
Focus Partners Advisor Solutions
Missouri
$704K -$341K -521 -31%
LFAS
902
Level Four Advisory Services
Texas
$702K +$44.5K +68 +6%
KP
903
Keel Point
Alabama
$696K +$47.7K +73 +7%
SWM
904
Shakespeare Wealth Management
Wisconsin
$691K -$20.9K -32 -3%
AC
905
Avestar Capital
New York
$691K +$156K +239 +27%
IAIM
906
International Assets Investment Management
Florida
$686K +$146K +224 +25%
CFG
907
Carr Financial Group
Massachusetts
$685K -$35.3K -54 -5%
ACM
908
Advance Capital Management
Michigan
$685K +$4.58K +7 +0.6%
MWM
909
Mindset Wealth Management
Indiana
$684K +$20.3K +31 +3%
CCFM
910
Clear Creek Financial Management
Washington
$682K +$94.8K +145 +15%
SAI
911
Systematic Alpha Investments
New Jersey
$681K – – –
BTI
912
Blue Trust Inc
Georgia
$678K +$103K +158 +17%
TNAM
913
Terra Nova Asset Management
New York
$677K – – –
SAM
914
Shell Asset Management
Netherlands
$676K -$25.5K -39 -3%
NWAG
915
Net Worth Advisory Group
Utah
$676K -$654 -1 -0.1%
SAM
916
Sompo Asset Management
Japan
$675K – – –
DWT
917
Dorsey & Whitney Trust
South Dakota
$669K +$11.1K +17 +2%
BB
918
Bell Bank
North Dakota
$665K -$51K -78 -7%
CFO
919
Callan Family Office
Pennsylvania
$663K -$1.31M -1,999 -65%
WA
920
Wealth Alliance
New York
$662K -$1.02M -1,557 -59%
BHCM
921
Brevan Howard Capital Management
Jersey
$657K +$707K +1,081 New
EGM
922
Engineers Gate Manager
New York
$653K -$16.3M -24,860 -96%
SAI
923
Savvy Advisors Inc
New York
$652K +$207K +317 +42%
GB
924
Goepper Burkhardt
South Carolina
$649K +$43.8K +67 +7%
EFS
925
Essex Financial Services
Connecticut
$646K +$7.85K +12 +1%
35 36
37
38 39