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Parker-Hannifin
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1226
Cascade Financial Partners
California
$438K – – –
NPT
1227
National Philanthropic Trust
Pennsylvania
$438K +$16.4K +20 +4%
SWA
1228
Strategies Wealth Advisors
Michigan
$438K +$818 +1 +0.2%
MCM
1229
Monument Capital Management
Virginia
$437K +$4.09K +5 +1%
GG
1230
Gleason Group
Kentucky
$437K +$818 +1 +0.2%
MA
1231
MJP Associates
Connecticut
$436K +$18K +22 +5%
LPFG
1232
Landing Point Financial Group
Ohio
$436K +$58.1K +71 +17%
MCA
1233
Magnolia Capital Advisors
Mississippi
$434K -$9K -11 -2%
PCH
1234
PGIM Custom Harvest
New Jersey
$434K -$27K -33 -6%
PIA
1235
Pinion Investment Advisors
Kansas
$434K -$21.3K -26 -5%
TA
1236
TrueWealth Advisors
Alabama
$431K +$401K +490 New
SW
1237
Simplicity Wealth
New Jersey
$429K +$79.4K +97 +25%
SAW
1238
Signal Advisors Wealth
Michigan
$428K -$180K -220 -31%
HDIM
1239
Hanson & Doremus Investment Management
Vermont
$427K -$6.55K -8 -2%
MWM
1240
Modera Wealth Management
New Jersey
$427K +$28.6K +35 +8%
CWG
1241
Cornerstone Wealth Group
North Carolina
$427K -$14.7K -18 -4%
CFD
1242
Creative Financial Designs
Indiana
$421K -$120K -147 -23%
AWP
1243
Abacus Wealth Partners
California
$420K -$93.3K -114 -19%
PCM
1244
Prelude Capital Management
New York
$420K +$128K +156 +48%
RA
1245
RoundAngle Advisors
New Jersey
$418K – – –
WFA
1246
WestHill Financial Advisors
California
$418K +$34.4K +42 +10%
SAM
1247
Strategy Asset Managers
California
$417K +$6.55K +8 +2%
AWE
1248
Avidian Wealth Enterprises
Texas
$417K +$30.3K +37 +8%
CWM
1249
Centric Wealth Management
Illinois
$416K – – –
MWM
1250
Maltin Wealth Management
New Jersey
$416K – – –
48 49
50
51 52