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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
976
CreativeOne Wealth
Kansas
$1.07M +$36K +38 +3%
GM
977
GeoWealth Management
Illinois
$1.07M -$398K -420 -26%
IAN
978
Integrated Advisors Network
Texas
$1.07M -$129K -136 -10%
VFA
979
Valeo Financial Advisors
Indiana
$1.07M -$845K -893 -43%
MSWM
980
Master's Wealth Management
Pennsylvania
$1.06M -$47.3K -50 -4%
CPIG
981
Chicago Partners Investment Group
Illinois
$1.06M +$217K +229 +26%
DE
982
Diversified Enterprises
Delaware
$1.06M -$3.79K -4 -0.3%
ACS
983
Archford Capital Strategies
Illinois
$1.04M +$1.1M +1,167 New
ACM
984
Armbruster Capital Management
New York
$1.04M – – –
DWT
985
Dorsey & Whitney Trust
South Dakota
$1.03M -$10.4K -11 -0.9%
PDL
986
Portfolio Design Labs
California
$1.03M -$587K -620 -35%
GWM
987
Geneos Wealth Management
Colorado
$1.03M +$472K +499 +77%
RSWM
988
Robertson Stephens Wealth Management
California
$1.03M -$13.3K -14 -1%
MWM
989
Mindset Wealth Management
Indiana
$1.03M +$24.6K +26 +2%
FG
990
Fairman Group
Pennsylvania
$1.02M – – –
VVP
991
Venture Visionary Partners
Ohio
$1.02M -$119K -126 -10%
CFG
992
Carr Financial Group
Massachusetts
$1.02M +$3.79K +4 +0.4%
SAI
993
Systematic Alpha Investments
New Jersey
$1M – – –
DWM
994
Dakota Wealth Management
Florida
$1M +$146K +154 +16%
BFIM
995
Beese Fulmer Investment Management
Ohio
$998K +$557K +588 +112%
PWA
996
Pitcairn Wealth Advisors
Pennsylvania
$991K – – –
AWA
997
Acumen Wealth Advisors
Tennessee
$989K +$923K +975 +750%
TNAM
998
Terra Nova Asset Management
New York
$988K – – –
DWM
999
Diversify Wealth Management
Utah
$988K +$521K +550 +112%
MCM
1000
Manchester Capital Management
Vermont
$987K -$6.63K -7 -0.6%
38 39
40
41 42