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Parker-Hannifin
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Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
2026
Mach-1 Financial Group
Arkansas
– -$575K -642 Closed
NWWA
2027
New Wave Wealth Advisors
Arkansas
– -$557K -622 Closed
VCM
2028
Vivaldi Capital Management
Illinois
– -$521K -582 Closed
EC
2029
EntryPoint Capital
New York
– -$495K -553 Closed
PWC
2030
Pathfinder Wealth Consulting
North Carolina
– -$479K -535 Closed
SCM
2031
Sterneck Capital Management
Missouri
– -$460K -514 Closed
BAM
2032
Blueshift Asset Management
New Jersey
– -$391K -437 Closed
RL
2033
Retireful LLC
Michigan
– -$373K -417 Closed
PCM
2034
Prelude Capital Management
New York
– -$357K -399 Closed
OA
2035
Oasis Advisors
Iowa
– -$350K -390 Closed
HBFP
2036
Henderson Brothers Financial Partners
Pennsylvania
– -$336K -375 Closed
TCMP
2037
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$309K -345 Closed
FWP
2038
Falcon Wealth Planning
California
– -$307K -343 Closed
WMA
2039
West Michigan Advisors
Michigan
– -$280K -313 Closed
BPWM
2040
BCS Private Wealth Management
New Jersey
– -$267K -298 Closed
PFM
2041
Peak Financial Management
Massachusetts
– -$254K -284 Closed
PFM
2042
Patton Fund Management
Texas
– -$252K -281 Closed
SPWM
2043
Schrum Private Wealth Management
Florida
– -$245K -273 Closed
SI
2044
Stirlingshire Investments
New York
– -$244K -273 Closed
LWMI
2045
Legacy Wealth Management (Idaho)
Idaho
– -$234K -261 Closed
CFSG
2046
Clark Financial Services Group
Missouri
– -$215K -240 Closed
CPA
2047
Capital Performance Advisors
California
– -$214K -239 Closed
MWM
2048
Maridea Wealth Management
New York
– -$212K -237 Closed
AGC
2049
August Group Capital
– -$204K -228 Closed
AA
2050
ABC Arbitrage
France
– -$201K -225 Closed
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