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Parker-Hannifin
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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1251
Clearstead Trust
Maine
$278K +$2.53K +4 +1%
NFC
1252
Northstar Financial Companies
Pennsylvania
$275K +$5.05K +8 +2%
RFA
1253
Resurgent Financial Advisors
Georgia
$274K -$632 -1 -0.3%
OAS
1254
Optivise Advisory Services
Tennessee
$273K +$14.5K +23 +6%
EP
1255
Edgestream Partners
New Jersey
$272K -$6.63M -10,500 -96%
SWP
1256
Strategic Wealth Partners
Ohio
$272K +$246K +389 New
RWP
1257
Revolve Wealth Partners
New Jersey
$271K -$6.32K -10 -3%
ICP
1258
Impact Capital Partners
Colorado
$271K +$21.5K +34 +10%
BWM
1259
Birchcreek Wealth Management
Ohio
$270K – – –
NCM
1260
Nelson Capital Management
California
$269K – – –
AWM
1261
Arista Wealth Management
Nevada
$269K +$243K +385 New
BBA
1262
Braun-Bostich & Associates
Pennsylvania
$268K +$1.26K +2 +0.5%
MAWA
1263
Moss Adams Wealth Advisors
Washington
$267K +$1.9K +3 +0.8%
CSI
1264
Clark & Stuart Inc
Maine
$267K +$241K +382 New
FC
1265
Forte Capital
New York
$266K – – –
CAM
1266
Claret Asset Management
Quebec, Canada
$266K -$26.5K -42 -10%
VCP
1267
Vista Capital Partners
Oregon
$265K +$4.42K +7 +2%
LGA
1268
Lebenthal Global Advisors
New York
$265K +$239K +379 New
MSE
1269
MUFG Securities EMEA
United Kingdom
$265K +$239K +379 New
MIM
1270
MTM Investment Management
South Carolina
$264K – – –
SAF
1271
Smith Anglin Financial
Texas
$263K +$632 +1 +0.3%
RB
1272
Rodgers Brothers
Pennsylvania
$263K – – –
BW
1273
BXM Wealth
Colorado
$259K -$19K -30 -7%
RGC
1274
Roberts, Glore & Co
Illinois
$259K – – –
JCM
1275
Jacobsen Capital Management
Utah
$258K +$22.7K +36 +11%
49 50
51
52 53