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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1176
RoundAngle Advisors
New Jersey
$332K – – –
GC
1177
Grimes & Company
Massachusetts
$331K +$8.21K +13 +3%
MWM
1178
Maltin Wealth Management
New Jersey
$331K – – –
AG
1179
AlTi Global
New York
$330K +$5.69K +9 +2%
BPW
1180
Bingham Private Wealth
California
$330K +$9.48K +15 +3%
FBFS
1181
First Business Financial Services
Wisconsin
$328K – – –
LI
1182
LRI Investments
Florida
$327K – – –
LI
1183
LVZ Inc
Michigan
$326K – – –
PMFA
1184
Plante Moran Financial Advisors
Michigan
$326K +$44.9K +71 +18%
LCWP
1185
Legacy Capital Wealth Partners
Arkansas
$324K +$3.16K +5 +1%
AWM
1186
Aries Wealth Management
Maine
$324K – – –
AL
1187
Aspiriant LLC
California
$323K -$7.58K -12 -3%
GCP
1188
GSA Capital Partners
United Kingdom
$322K +$291K +461 New
SIC
1189
Sterling Investment Counsel
New York
$321K -$591K -936 -67%
TIA
1190
Tiemann Investment Advisors
California
$321K – – –
NPT
1191
National Philanthropic Trust
Pennsylvania
$321K +$291K +460 New
VAG
1192
VisionPoint Advisory Group
Texas
$321K +$290K +459 New
KFS
1193
Keynote Financial Services
Connecticut
$319K – – –
MWM
1194
Modera Wealth Management
New Jersey
$319K -$44.2K -70 -13%
CWM
1195
Centric Wealth Management
Illinois
$318K – – –
TCM
1196
Traynor Capital Management
Pennsylvania
$317K +$285K +451 New
SW
1197
SVB Wealth
Massachusetts
$317K +$286K +453 New
MP
1198
Moment Partners
California
$316K +$22.7K +36 +9%
CP
1199
Creekside Partners
California
$316K – – –
MP
1200
McDonald Partners
Ohio
$316K -$30.3K -48 -10%
46 47
48
49 50