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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1276
Cromwell Holdings
Wyoming
$256K – – –
DWM
1277
Diversify Wealth Management
Utah
$254K -$12K -19 -5%
CIS
1278
Custom Index Systems
New York
$254K -$30.3K -48 -12%
NHC
1279
Nicholas Hoffman & Company
Georgia
$254K +$230K +364 New
CRC
1280
Curi RMB Capital
Illinois
$254K +$229K +363 New
WMA
1281
Wealth Management Associates
New Jersey
$251K -$5.05K -8 -2%
TWD
1282
True Wealth Design
Ohio
$251K -$19K -30 -8%
SA
1283
Stewardship Advisors
Pennsylvania
$251K +$6.32K +10 +3%
SSA
1284
Schonfeld Strategic Advisors
New York
$250K -$132K -209 -37%
CP
1285
Canopy Partners
Ohio
$248K -$1.9K -3 -0.8%
LWA
1286
Lineweaver Wealth Advisors
Ohio
$248K +$13.9K +22 +7%
AGC
1287
Aspen Grove Capital
Colorado
$248K +$15.2K +24 +7%
OAM
1288
Occidental Asset Management
California
$247K -$60K -95 -21%
CAM
1289
Cidel Asset Management
Ontario, Canada
$247K -$19K -30 -8%
AWE
1290
Avidian Wealth Enterprises
Texas
$246K +$222K +352 New
HWA
1291
Heritage Wealth Advisors
Virginia
$246K – – –
GSEP
1292
Golden State Equity Partners
California
$245K -$118K -187 -35%
BMC
1293
Beaton Management Company
Massachusetts
$245K – – –
TWP
1294
Tyche Wealth Partners
Texas
$245K -$7.58K -12 -3%
ABWM
1295
Alpine Bank Wealth Management
Colorado
$244K -$25.3K -40 -10%
SPC
1296
Spirepoint Private Client
Florida
$244K -$632 -1 -0.3%
CMBA
1297
C.M. Bidwell & Associates
Hawaii
$244K +$1.9K +3 +0.9%
PIA
1298
Perennial Investment Advisors
California
$242K -$42.3K -67 -16%
OF
1299
Optimize Financial
California
$242K -$1.26K -2 -0.6%
AWG
1300
Altus Wealth Group
Colorado
$242K +$1.26K +2 +0.6%
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