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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
551
MUFG Americas
New York
$415K -$17.5K -158 -4%
KA
552
Kozak & Associates
Colorado
$409K +$367K +3,317 New
TC
553
TwinBeech Capital
New York
$409K +$382K +3,454 New
AAP
554
Arax Advisory Partners
Colorado
$407K +$131K +1,187 +53%
ST
555
Smithfield Trust
Pennsylvania
$405K +$9.96K +90 +3%
GHA
556
GW Henssler & Associates
Georgia
$403K -$68.9K -623 -15%
S
557
SimplyRich
California
$403K – – –
IAN
558
Integrated Advisors Network
Texas
$402K +$111 +1 +0%
QSS
559
Quantitative Systematic Strategies
Florida
$401K -$2.33M -21,040 -86%
RT
560
Rockland Trust
Massachusetts
$399K -$2.99K -27 -0.8%
BOTW
561
Bank of the West
California
$398K – – –
GBBWRPM
562
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$396K – – –
EWA
563
EP Wealth Advisors
California
$395K +$369K +3,333 New
MAM
564
Martingale Asset Management
Massachusetts
$392K +$366K +3,307 New
OFS
565
OneAscent Financial Services
Alabama
$388K -$355K -3,212 -50%
WT
566
Whittier Trust
California
$388K -$8.3K -75 -2%
GF
567
Gabelli Funds
New York
$385K -$177K -1,600 -33%
ST
568
Spinnaker Trust
Maine
$384K – – –
UB
569
UMB Bank
Missouri
$383K +$7.52K +68 +2%
SPIA
570
Steward Partners Investment Advisory
New York
$381K – – –
ED
571
Exane Derivatives
France
$378K +$353K +3,193 New
BC
572
Burney Company
Virginia
$378K -$8.3K -75 -2%
EF
573
Empirical Finance
Pennsylvania
$377K +$60.8K +550 +21%
AA
574
AQR Arbitrage
Connecticut
$373K +$351K +3,176 New
CWM
575
Connecticut Wealth Management
Connecticut
$371K – – –
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