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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
1001
MassMutual Private Wealth & Trust
Connecticut
$392K +$55.8K +104 +15%
WPW
1002
Waldron Private Wealth
Pennsylvania
$392K -$4.29K -8 -1%
CFG
1003
Cooper Financial Group
California
$391K -$71.3K -133 -15%
EWM
1004
Endowment Wealth Management
Wisconsin
$389K -$55.2K -103 -12%
RB
1005
Renasant Bank
Mississippi
$386K -$11.3K -21 -3%
MC
1006
Middleton & Co
Massachusetts
$384K -$13.4K -25 -3%
DM
1007
Deerfield Management
New York
$384K +$407K +759 New
PA
1008
PFG Advisors
Arizona
$383K +$76.7K +143 +23%
HI
1009
Harbour Investments
Wisconsin
$381K +$54.7K +102 +16%
LEA
1010
Legacy Edge Advisors
New York
$379K +$536 +1 +0.1%
WTFG
1011
Wells Trecaso Financial Group
Ohio
$378K – – –
VA
1012
Verdad Advisers
Massachusetts
$377K – – –
EH
1013
Equitable Holdings
New York
$371K +$394K +734 New
6F
1014
626 Financial
Michigan
$370K – – –
CCFM
1015
Clear Creek Financial Management
Washington
$370K +$150K +279 +62%
TYCC
1016
Texas Yale Capital Corp
Florida
$369K – – –
QWP
1017
Quotient Wealth Partners
Texas
$368K -$19.3K -36 -5%
PIA
1018
Pinion Investment Advisors
Kansas
$365K -$5.36K -10 -1%
ADL
1019
Asset Dedication LLC
California
$364K +$3.75K +7 +1%
RG
1020
Renaissance Group
Kentucky
$364K – – –
FMLI
1021
Fukoku Mutual Life Insurance
Japan
$364K +$32.2K +60 +9%
AM
1022
AGF Management
Ontario, Canada
$363K -$1.54M -2,864 -80%
PCM
1023
Presidio Capital Management
California
$362K – – –
EC
1024
EntryPoint Capital
New York
$362K +$384K +716 New
PWM
1025
Perigon Wealth Management
California
$361K +$25.2K +47 +7%
39 40
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