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Parker-Hannifin
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1176
Westover Capital Advisors
Delaware
$335K -$8.85K -14 -3%
G
1177
GenTrust
Florida
$333K -$38.5K -61 -11%
RA
1178
RoundAngle Advisors
New Jersey
$332K – – –
GC
1179
Grimes & Company
Massachusetts
$331K +$8.21K +13 +3%
MWM
1180
Maltin Wealth Management
New Jersey
$331K – – –
AG
1181
AlTi Global
New York
$330K +$5.69K +9 +2%
BPW
1182
Bingham Private Wealth
California
$330K +$9.48K +15 +3%
FBFS
1183
First Business Financial Services
Wisconsin
$328K – – –
LI
1184
LRI Investments
Florida
$327K – – –
LI
1185
LVZ Inc
Michigan
$326K – – –
PMFA
1186
Plante Moran Financial Advisors
Michigan
$326K +$44.9K +71 +18%
LCWP
1187
Legacy Capital Wealth Partners
Arkansas
$324K +$3.16K +5 +1%
AWM
1188
Aries Wealth Management
Maine
$324K – – –
AL
1189
Aspiriant LLC
California
$323K -$7.58K -12 -3%
GCP
1190
GSA Capital Partners
United Kingdom
$322K +$291K +461 New
SIC
1191
Sterling Investment Counsel
New York
$321K -$591K -936 -67%
TIA
1192
Tiemann Investment Advisors
California
$321K – – –
NPT
1193
National Philanthropic Trust
Pennsylvania
$321K +$291K +460 New
VAG
1194
VisionPoint Advisory Group
Texas
$321K +$290K +459 New
KFS
1195
Keynote Financial Services
Connecticut
$319K – – –
MWM
1196
Modera Wealth Management
New Jersey
$319K -$44.2K -70 -13%
CWM
1197
Centric Wealth Management
Illinois
$318K – – –
TCM
1198
Traynor Capital Management
Pennsylvania
$317K +$285K +451 New
SW
1199
SVB Wealth
Massachusetts
$317K +$286K +453 New
MP
1200
Moment Partners
California
$316K +$22.7K +36 +9%
46 47
48
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