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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1501
City State Bank
Iowa
$56.9K – – –
GPFA
1502
Game Plan Financial Advisors
Ohio
$56.9K – – –
GA
1503
GoalVest Advisory
New York
$56.9K – – –
RWS
1504
Retirement Wealth Solutions
Wisconsin
$56.1K – – –
RWA
1505
Redmont Wealth Advisors
Illinois
$56.1K – – –
JWM
1506
JPL Wealth Management
Colorado
$55.3K +$53.9K +73 New
GFWA
1507
Grey Fox Wealth Advisors
Delaware
$55.3K +$53.9K +73 New
PWMG
1508
Private Wealth Management Group
New Jersey
$54.6K – – –
IWP
1509
IAG Wealth Partners
Wisconsin
$53.8K +$15.5K +21 +42%
CH
1510
Canton Hathaway
Rhode Island
$52K – – –
GKIM
1511
GW&K Investment Management
Massachusetts
$52K +$738 +1 +1%
ACM
1512
Accent Capital Management
Ohio
$51.6K – – –
HIMS
1513
Hager Investment Management Services
New Hampshire
$50.8K -$1.48K -2 -3%
SHM
1514
Sagard Holdings Management
Ontario, Canada
$50K – – –
FUBT
1515
First United Bank & Trust
Maryland
$50K +$3.69K +5 +8%
Q1WB
1516
Quest 10 Wealth Builders
Virginia
$50K +$4.43K +6 +10%
PGAM
1517
Princeton Global Asset Management
New Jersey
$48.7K – – –
PCTC
1518
Perkins Coie Trust Company
Washington
$47.8K -$1.01M -1,369 -96%
FC
1519
Financial Consulate
Maryland
$47K +$45.7K +62 New
MWPCG
1520
Measured Wealth Private Client Group
New Hampshire
$46.2K +$45K +61 New
M
1521
MOTCO
Texas
$45.5K – – –
CI
1522
Clal Insurance
Israel
$45K -$6.64K -9 -13%
PCFFS
1523
Pacific Center for Financial Services
California
$44.7K – – –
C
1524
Covestor
United Kingdom
$42K -$2.95K -4 -7%
PP
1525
Pingora Partners
Wyoming
$41.7K – – –
59 60
61
62 63