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Parker-Hannifin
PH

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1951
Planning Strategies
Pennsylvania
$3.91K +$3.66K +4 New
PB
1952
Prosperity Bancshares
Texas
$3.91K +$3.66K +4 New
CMP
1953
Coston McIsaac & Partners
Maine
$3K – – –
AT
1954
Avalon Trust
New Mexico
$2.94K – – –
QWM
1955
Quaker Wealth Management
New Jersey
$2.94K +$916 +1 +50%
GSEP
1956
Golden State Equity Partners
California
$2.93K -$513K -560 -99%
BH
1957
Burk Holdings
Oklahoma
$2.93K -$916 -1 -25%
BWM
1958
Benson Wealth Management
Tennessee
$2.93K – – –
HPBT
1959
Hickory Point Bank & Trust
Illinois
$2.93K – – –
NB
1960
NBH Bank
Colorado
$2.93K +$2.75K +3 New
PWA
1961
Provenance Wealth Advisors
Florida
$2.93K +$2.75K +3 New
1IA
1962
1620 Investment Advisors
Massachusetts
$2.46K – – –
BCV
1963
Banque Cantonale Vaudoise
Switzerland
$2.29K -$1.2M -1,309 -36%
CJ
1964
Caitlin John
Michigan
$2.02K – – –
AA
1965
Addison Advisors
Vermont
$1.96K -$66.9K -73 -97%
TBFA
1966
Three Bearings Fiduciary Advisors
New Hampshire
$1.96K – – –
HHGA
1967
Halbert Hargrove Global Advisors
California
$1.96K +$1.83K +2 New
JFA
1968
JNBA Financial Advisors
Minnesota
$1.96K +$1.83K +2 New
PIS
1969
POM Investment Strategies
North Carolina
$1.96K -$12.8K -14 -88%
SRCM
1970
Signature Resources Capital Management
California
$1.96K -$2.75K -3 -60%
AF
1971
Align Financial
Minnesota
$1.96K – – –
MCA
1972
McGuire Capital Advisors
Oklahoma
$1.96K – – –
MS
1973
Monetary Solutions
Ohio
$1.96K – – –
IW
1974
Imprint Wealth
South Carolina
$1.96K +$1.83K +2 New
LF
1975
LifeSteps Financial
California
$1.96K +$1.83K +2 New
77 78
79
80 81