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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1201
Pekin Hardy Strauss
Illinois
$334K +$30.3K +41 +10%
NF
1202
Nvest Financial
New Hampshire
$334K -$67.9K -92 -17%
LCM
1203
Liberty Capital Management
Michigan
$334K -$5.17K -7 -2%
IIC
1204
Ironwood Investment Counsel
Arizona
$333K -$79.7K -108 -20%
AWE
1205
Avidian Wealth Enterprises
Texas
$332K +$62.7K +85 +24%
CFO
1206
CVA Family Office
Colorado
$331K +$11.8K +16 +4%
RL
1207
Retireful LLC
Michigan
$331K +$322K +437 New
SCP
1208
Sivia Capital Partners
California
$329K +$2.95K +4 +0.9%
WFA
1209
WestHill Financial Advisors
California
$328K – – –
PFGIA
1210
Patriot Financial Group Insurance Agency
Massachusetts
$327K – – –
FOA
1211
Five Oceans Advisors
California
$327K -$6.64K -9 -2%
SWM
1212
Silverlake Wealth Management
Vermont
$326K – – –
TIA
1213
Tiemann Investment Advisors
California
$326K -$22.1K -30 -7%
NAS
1214
Nicolet Advisory Services
Wisconsin
$326K -$34.7K -47 -10%
JCM
1215
Jacobi Capital Management
Pennsylvania
$325K +$738 +1 +0.2%
DWM
1216
Diversify Wealth Management
Utah
$324K +$59.8K +81 +24%
LPFG
1217
Landing Point Financial Group
Ohio
$323K – – –
CRC
1218
Curi RMB Capital
Illinois
$322K +$45K +61 +17%
HBT
1219
Heartland Bank & Trust
Illinois
$321K +$2.21K +3 +0.7%
OAM
1220
Oak Asset Management
California
$321K -$73.8K -100 -19%
TPI
1221
Trust Point Inc
Wisconsin
$320K -$228K -309 -42%
JSL
1222
JT Stratford LLC
Georgia
$319K +$7.38K +10 +2%
AF
1223
Atala Financial
California
$318K – – –
MCCP
1224
Mission Creek Capital Partners
California
$318K – – –
SC
1225
Saturna Capital
Washington
$318K – – –
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