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Parker-Hannifin
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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1551
Sonoma Allocations
California
$268K -$34.8K -38 -12%
NCTC
1552
New Covenant Trust Company
Indiana
$267K +$250K +273 New
PSP
1553
Principal Street Partners
Tennessee
$266K – – –
EFP
1554
Elser Financial Planning
Indiana
$266K +$1.83K +2 +0.7%
DWM
1555
Defined Wealth Management
Oregon
$265K +$2.75K +3 +1%
QFP
1556
Quantum Financial Partners
Kansas
$264K +$247K +270 New
HP
1557
Holistic Planning
Texas
$264K +$247K +270 New
FMI
1558
F/M Investments
District of Columbia
$263K -$1.83K -2 -0.7%
TFA
1559
Tobias Financial Advisors
Florida
$263K – – –
SA
1560
Sovran Advisors
California
$262K +$21.1K +23 +10%
VEA
1561
Virtus ETF Advisers
New York
$261K -$9.16K -10 -4%
FDP
1562
Financiere des Professionnels
Quebec, Canada
$261K +$245K +267 New
NWMG
1563
National Wealth Management Group
Ohio
$260K -$17.4K -19 -7%
SWM
1564
Sagace Wealth Management
Florida
$260K – – –
KFC
1565
Klingenstein Fields & Co
New York
$260K +$22.9K +25 +10%
MSR
1566
Main Street Research
Connecticut
$259K +$3.66K +4 +2%
ACG
1567
Allen Capital Group
Nebraska
$258K – – –
DWM
1568
Destination Wealth Management
California
$258K +$242K +264 New
CAM
1569
Claret Asset Management
Quebec, Canada
$258K -$93.4K -102 -28%
GWM
1570
Greenline Wealth Management
Florida
$258K +$242K +264 New
FWA
1571
FOCUS Wealth Advisors
Texas
$257K – – –
PAMG
1572
Patton Albertson Miller Group
Tennessee
$256K -$23.8K -26 -9%
PPC
1573
Park Place Capital
Alabama
$255K – – –
SIM
1574
Samara Investment Management
Oregon
$255K – – –
PBO
1575
Peoples Bank (Ohio)
Ohio
$254K +$238K +260 New
61 62
63
64 65