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Parker-Hannifin
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1226
Capital Investment Advisors
Georgia
$308K +$39.7K +60 +14%
CFP
1227
Cascade Financial Partners
California
$307K – – –
BCM
1228
Becker Capital Management
Oregon
$307K +$10.6K +16 +3%
WCA
1229
Westover Capital Advisors
Delaware
$304K -$8.61K -13 -3%
SIC
1230
Samalin Investment Counsel
New York
$303K – – –
MGIA
1231
Moneta Group Investment Advisors
Missouri
$303K +$76.2K +115 +32%
RA
1232
RoundAngle Advisors
New Jersey
$303K +$315K +476 New
MWM
1233
Maltin Wealth Management
New Jersey
$301K – – –
FMN
1234
Financial Management Network
California
$300K – – –
CT
1235
Colonial Trust
South Carolina
$299K +$29.1K +44 +10%
FB
1236
Fulton Bank
Pennsylvania
$298K +$310K +468 New
TIA
1237
Tiemann Investment Advisors
California
$296K -$82.8K -125 -21%
CFSG
1238
Community Financial Services Group
Vermont
$293K +$305K +461 New
MFG
1239
MidWestOne Financial Group
Iowa
$293K +$305K +460 New
VA
1240
Valmark Advisers
Ohio
$291K -$80.1K -121 -21%
KFS
1241
Keynote Financial Services
Connecticut
$291K -$21.9K -33 -7%
FBFS
1242
First Business Financial Services
Wisconsin
$289K – – –
LPFG
1243
Landing Point Financial Group
Ohio
$288K +$281K +425 New
CFO
1244
CVA Family Office
Colorado
$286K +$16.6K +25 +6%
AAM
1245
Ameraudi Asset Management
New York
$285K – – –
NAS
1246
Nicolet Advisory Services
Wisconsin
$285K -$99.3K -150 -25%
DAS
1247
Diversify Advisory Services
Utah
$283K -$72.8K -110 -20%
EWM
1248
Evermay Wealth Management
Virginia
$280K +$1.99K +3 +0.7%
PMAM
1249
Picton Mahoney Asset Management
Ontario, Canada
$280K +$59.6K +90 +26%
CAMG
1250
CWA Asset Management Group
Florida
$279K +$60.3K +91 +26%
48 49
50
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