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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
901
Net Worth Advisory Group
Utah
$789K +$10.7K +17 +2%
MWM
902
Mindset Wealth Management
Indiana
$787K +$632 +1 +0.1%
SAW
903
Signal Advisors Wealth
Michigan
$784K +$257K +407 +57%
ACM
904
Advance Capital Management
Michigan
$782K -$4.42K -7 -0.6%
SAI
905
Systematic Alpha Investments
New Jersey
$782K – – –
TNAM
906
Terra Nova Asset Management
New York
$778K – – –
EWA
907
EverSource Wealth Advisors
Alabama
$776K +$139K +220 +25%
SAM
908
Sompo Asset Management
Japan
$775K – – –
VSQM
909
V-Square Quantitative Management
Illinois
$774K -$39.8K -63 -5%
PA
910
Prossimo Advisors
California
$770K -$41.1K -65 -6%
SF
911
Symphony Financial
Texas
$764K +$1.56M +2,464 New
BB
912
Bell Bank
North Dakota
$764K – – –
BWM
913
Buckley Wealth Management
Nevada
$764K +$88.5K +140 +15%
WFC
914
Western Financial Corp
California
$764K -$73.3K -116 -10%
OFS
915
OneAscent Financial Services
Alabama
$756K -$1.12M -1,779 -62%
MM
916
MQS Management
New York
$754K +$367K +581 +116%
MYIA
917
Mount Yale Investment Advisors
Colorado
$754K +$41.7K +66 +7%
LFA
918
Legacy Financial Advisors
Kentucky
$752K +$14.5K +23 +2%
FCP
919
Fidelis Capital Partners
Florida
$747K +$8.85K +14 +1%
GB
920
Goepper Burkhardt
South Carolina
$745K – – –
RSWM
921
Robertson Stephens Wealth Management
California
$743K -$76.5K -121 -10%
FMTC
922
Farmers & Merchants Trust Company
California
$742K +$672K +1,063 New
HNB
923
Hilltop National Bank
Wyoming
$742K +$671K +1,062 New
SS
924
Sunbelt Securities
Texas
$736K -$11.4K -18 -2%
RMDI
925
R.M. Davis Inc
Maine
$735K +$447K +708 +205%
35 36
37
38 39