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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
FPH
1101
Financial Planning Hawaii
Hawaii
$593K +$552K +675 New
GIM
1102
Goelzer Investment Management
Indiana
$593K +$552K +675 New
TCOT
1103
Trust Company of Toledo
Ohio
$592K – – –
RCM
1104
RNC Capital Management
California
$589K – – –
SW
1105
SteelPeak Wealth
California
$588K -$205K -250 -27%
TCA
1106
Transcend Capital Advisors
New Jersey
$587K +$106K +129 +24%
VSQM
1107
V-Square Quantitative Management
Illinois
$586K +$546K +667 New
TYCC
1108
Texas Yale Capital Corp
Florida
$585K – – –
MPWT
1109
MassMutual Private Wealth & Trust
Connecticut
$583K +$1.64K +2 +0.3%
C
1110
Certuity
Florida
$582K -$507K -619 -48%
RS
1111
R Squared
Hong Kong
$580K +$540K +660 New
PNC
1112
Park National Corp
Ohio
$578K +$539K +658 New
RA
1113
Riverstone Advisors
Texas
$577K +$261K +319 +94%
MW
1114
Marble Wealth
Alabama
$576K +$537K +656 New
CAL
1115
Capital Analysts LLC
Pennsylvania
$575K – – –
1WA
1116
180 Wealth Advisors
Washington
$573K +$9.82K +12 +2%
GWM
1117
Geneos Wealth Management
Colorado
$572K +$12.3K +15 +2%
EWM
1118
Endowment Wealth Management
Wisconsin
$572K -$27.8K -34 -5%
CA
1119
Continuum Advisory
Idaho
$570K -$22.9K -28 -4%
PP
1120
Patron Partners
Texas
$569K – – –
RWP
1121
Ridgeline Wealth Planning
Ohio
$568K +$1.64K +2 +0.3%
NF
1122
Nvest Financial
New Hampshire
$567K +$167K +204 +46%
NPF
1123
Norris Perne & French
Michigan
$567K -$29.5K -36 -5%
AIM
1124
Advyzon Investment Management
Illinois
$567K +$528K +645 New
RBC
1125
Romano Brothers & Co
Illinois
$565K – – –
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