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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
1226
Seneca House Advisors
Virginia
$268K +$3.27K +5 +1%
FOA
1227
Five Oceans Advisors
California
$266K – – –
KA
1228
Klingman & Associates
New York
$266K +$11.8K +18 +4%
CWM
1229
Centric Wealth Management
Illinois
$266K – – –
PFGIA
1230
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$654 +1 +0.2%
CFP
1231
Catalyst Financial Partners
Massachusetts
$264K +$17K +26 +6%
WFA
1232
WestHill Financial Advisors
California
$263K – – –
NAS
1233
Nicolet Advisory Services
Wisconsin
$262K +$10.5K +16 +4%
HVP
1234
Hudson Value Partners
Florida
$262K -$39.2K -60 -12%
AA
1235
Auxano Advisors
Washington
$261K +$3.92K +6 +1%
AP
1236
Adero Partners
California
$260K +$8.5K +13 +3%
HBT
1237
Heartland Bank & Trust
Illinois
$260K +$279K +427 New
LPFG
1238
Landing Point Financial Group
Ohio
$259K – – –
EFA
1239
Evernest Financial Advisors
Indiana
$258K +$18.3K +28 +7%
CAM
1240
Claret Asset Management
Quebec, Canada
$257K – – –
SC
1241
Saturna Capital
Washington
$255K -$52.3K -80 -16%
AF
1242
Atala Financial
California
$255K – – –
MMPW
1243
Mitchell McLeod Pugh & Williams
Alabama
$253K -$6.54K -10 -2%
MP
1244
Moment Partners
California
$253K -$1.96K -3 -0.7%
JSW
1245
Journey Strategic Wealth
New Jersey
$252K +$271K +415 New
SCP
1246
Sivia Capital Partners
California
$252K -$1.96K -3 -0.7%
MCWA
1247
Meadow Creek Wealth Advisors
Georgia
$252K +$7.19K +11 +3%
PIA
1248
Perennial Investment Advisors
California
$252K +$271K +414 New
EAM
1249
Evanson Asset Management
California
$252K +$271K +414 New
ESB
1250
Essex Savings Bank
Connecticut
$252K -$13.7K -21 -5%
48 49
50
51 52