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Parker-Hannifin
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1301
Icon Wealth Advisors
Texas
$212K +$5.68K +10 +3%
BEAM
1302
Baker Ellis Asset Management
Washington
$212K +$191K +336 New
OL
1303
OneFund LLC
Florida
$212K +$191K +336 New
HIM
1304
Hanlon Investment Management
New Jersey
$210K +$189K +333 New
EI
1305
Ellevest Inc
New York
$210K +$189K +332 New
IF
1306
IRON Financial
Illinois
$209K +$187K +330 New
OPA
1307
Old Port Advisors
Maine
$209K +$187K +330 New
LFA
1308
Livelsberger Financial Advisory
Ohio
$208K +$187K +329 New
OWM
1309
OneAscent Wealth Management
Alabama
$207K +$186K +327 New
AGC
1310
Aspen Grove Capital
Colorado
$206K +$185K +325 New
CWA
1311
Canvas Wealth Advisors
Kansas
$206K +$185K +326 New
GGA
1312
Granite Group Advisors
Connecticut
$206K +$185K +326 New
SL
1313
Summitry LLC
California
$205K +$184K +324 New
BSHC
1314
Breed's Hill Capital
Massachusetts
$205K +$184K +324 New
PAG
1315
Private Advisory Group
Washington
$202K +$182K +320 New
SPC
1316
Spirepoint Private Client
Florida
$202K +$181K +319 New
WAM
1317
Walker Asset Management
Missouri
$202K +$181K +319 New
CWM
1318
Chemistry Wealth Management
New York
$200K +$180K +317 New
AIM
1319
Anchor Investment Management
South Carolina
$200K +$17K +30 +10%
CAI
1320
Capital Advisors Inc
Oklahoma
$200K +$180K +317 New
FFA
1321
Fi3 Financial Advisors
Indiana
$200K +$180K +317 New
HWM
1322
Hemington Wealth Management
Virginia
$197K +$177K +312 New
CHC
1323
City Holding Co
West Virginia
$190K – – –
CWM
1324
Compass Wealth Management
Connecticut
$190K – – –
PAM
1325
Paradigm Asset Management
New York
$190K – – –
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