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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
551
Integrated Wealth Concepts
Massachusetts
$610K -$82.9K -686 -13%
SI
552
Stephens Inc
Arkansas
$602K -$10.5K -87 -2%
LWMM
553
Legacy Wealth Management (Mississippi)
Mississippi
$602K -$263K -2,181 -32%
LWA
554
Lineweaver Wealth Advisors
Ohio
$599K +$105K +873 +23%
ATPW
555
Ashton Thomas Private Wealth
Arizona
$597K +$81.3K +673 +17%
TE
556
Tema ETFs
New York
$592K +$558K +4,616 New
RCM
557
Requisite Capital Management
Texas
$592K +$556K +4,602 New
PF
558
Phoenix Financial
Israel
$590K +$29.8K +247 +6%
S
559
SignatureFD
Georgia
$586K +$19.2K +159 +4%
RC
560
Rovin Capital
Arizona
$579K +$1.69K +14 +0.3%
ACM
561
Aster Capital Management
United Arab Emirates
$570K +$147K +1,220 +38%
CYG
562
Clean Yield Group
Vermont
$563K – – –
KPWS
563
Kestra Private Wealth Services
Texas
$562K -$3.26K -27 -0.6%
UB
564
UMB Bank
Missouri
$561K +$6.04K +50 +1%
PI
565
PineBridge Investments
New York
$558K -$18.1M -150,211 -97%
LWM
566
LongView Wealth Management
Georgia
$555K – – –
MMA
567
Miracle Mile Advisors
California
$546K -$595K -4,925 -54%
DAS
568
Diversify Advisory Services
Utah
$545K -$235K -1,945 -34%
EWP
569
Elevation Wealth Partners
California
$542K +$5.19K +43 +1%
SMA
570
Sage Mountain Advisors
Georgia
$540K +$91.2K +755 +22%
SAM
571
Smartleaf Asset Management
Massachusetts
$538K +$196K +1,620 +59%
BPA
572
Beacon Pointe Advisors
California
$536K +$12.8K +106 +3%
WRPWM
573
Werba Rubin Papier Wealth Management
California
$536K -$845 -7 -0.2%
MIM
574
Montgomery Investment Management
Maryland
$533K – – –
FCH
575
Freestone Capital Holdings
Washington
$531K -$522K -4,318 -51%
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