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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
601
Clean Yield Group
Vermont
$597K – – –
CAM
602
Cresset Asset Management
Illinois
$588K -$89.4K -622 -13%
GAM
603
Groupama Asset Management
France
$586K -$64.2K -447 -9%
PWM
604
Perigon Wealth Management
California
$584K +$67.3K +468 +12%
MMA
605
Miracle Mile Advisors
California
$574K -$5.17K -36 -0.8%
EWP
606
Elevation Wealth Partners
California
$574K – – –
FCH
607
Freestone Capital Holdings
Washington
$574K +$12.1K +84 +2%
VI
608
Versor Investments
New York
$571K -$242K -1,682 -29%
KAS
609
KPP Advisory Services
Kentucky
$565K +$43.4K +302 +8%
BIA
610
Bell Investment Advisors
California
$565K +$4.17K +29 +0.7%
MIM
611
Montgomery Investment Management
Maryland
$565K – – –
ISS
612
Intesa Sanpaolo SpA.
Italy
$562K +$587K +4,081 New
RAM
613
Reflection Asset Management
South Carolina
$560K +$592K +4,118 New
SB
614
SIG Brokerage
New York
$548K +$277K +1,927 +92%
PIMJS
615
PKO Investment Management Joint-Stock
Poland
$544K -$144K -1,000 -20%
EWA
616
EverSource Wealth Advisors
Alabama
$540K +$54.6K +380 +11%
WPC
617
Wedmont Private Capital
Pennsylvania
$533K -$3.31K -23 -0.6%
SMA
618
Sage Mountain Advisors
Georgia
$530K -$44.4K -309 -7%
CRC
619
Curi RMB Capital
Illinois
$529K -$9.2K -64 -2%
CAG
620
Crestwood Advisors Group
Massachusetts
$528K +$137K +955 +33%
FAM
621
Fred Alger Management
New York
$521K – – –
CAM
622
Cypress Asset Management
Texas
$519K – – –
EB
623
Eastern Bank
Massachusetts
$515K -$242K -1,682 -31%
WA
624
Waverly Advisors
Alabama
$511K +$39.5K +275 +8%
SN
625
Sittner & Nelson
Oregon
$507K -$144 -1 -0%
23 24
25
26 27