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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
626
Cypress Asset Management
Texas
$507K – – –
CIA
627
Concurrent Investment Advisors
Florida
$505K +$105K +858 +29%
EWM
628
Elevatus Welath Management
New York
$504K +$462K +3,795 New
AL
629
Aspiriant LLC
California
$493K +$75.2K +617 +20%
EFG
630
Everhart Financial Group
Ohio
$492K +$3.41K +28 +0.8%
ABC
631
Associated Banc-Corp
Wisconsin
$486K +$51.7K +424 +13%
PK
632
Pflug Koory
Nebraska
$486K +$4.63K +38 +1%
ASN
633
Advisory Services Network
Georgia
$486K -$259K -2,122 -37%
GAM
634
Guinness Asset Management
United Kingdom
$485K +$103K +843 +30%
GRP
635
Global Retirement Partners
California
$484K +$444K +3,642 New
GI
636
GAMCO Investors
Connecticut
$483K +$443K +3,636 New
CUAMC
637
China Universal Asset Management Company
China
$479K – – –
IRP
638
Investment Research Partners
Pennsylvania
$476K +$42K +345 +11%
WBC
639
Westpac Banking Corp
Australia
$473K -$97.1K -797 -18%
BBA
640
Baader Bank Aktiengesellschaft
Germany
$472K +$433K +3,555 New
SFC
641
SYM Financial Corp
Indiana
$470K -$256K -2,101 -37%
HR
642
Howe & Rusling
New York
$467K +$168K +1,377 +64%
MPCL
643
My Personal CFO LLC
Washington
$466K – – –
EWA
644
EverSource Wealth Advisors
Alabama
$466K -$140K -1,152 -25%
SI
645
Stephens Inc
Arkansas
$465K -$300K -2,458 -41%
NCNMGF
646
Nano-Cap New Millennium Growth Fund
New York
$465K +$60.9K +500 +17%
PAW
647
Plan A Wealth
Nebraska
$465K +$47.2K +387 +12%
ZIM
648
Zacks Investment Management
Illinois
$464K +$1.1K +9 +0.3%
CCG
649
Cypress Capital Group
Florida
$461K +$12.8K +105 +3%
JAG
650
Journey Advisory Group
Kentucky
$461K +$198K +1,629 +89%
24 25
26
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