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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
626
Johnson Investment Counsel
Ohio
$291K +$39.1K +318 +15%
AWA
627
Arete Wealth Advisors
Illinois
$290K +$301K +2,446 New
PWS
628
Precision Wealth Strategies
Missouri
$286K +$13.2K +107 +5%
ANTB
629
AMG National Trust Bank
Colorado
$285K -$8.73K -71 -3%
MSA
630
Marino Stram & Associates
Massachusetts
$284K -$3.44K -28 -1%
QI
631
Qtron Investments
Massachusetts
$283K +$293K +2,381 New
MBTD
632
Mechanics Bank - Trust Department
California
$282K – – –
TCBWMS
633
Texas Capital Bank Wealth Management Services
Texas
$281K – – –
HWAM
634
Hennion & Walsh Asset Management
New Jersey
$281K +$82.6K +672 +40%
I
635
IMPACTfolio
Colorado
$273K -$615 -5 -0.2%
WB
636
WesBanco Bank
West Virginia
$273K – – –
AA
637
Advisory Alpha
Michigan
$270K +$3.2K +26 +1%
SAM
638
Simplify Asset Management
Nevada
$267K +$55.5K +451 +25%
CAN
639
Cetera Advisor Networks
California
$264K +$45.4K +369 +20%
PCA
640
Personal Capital Advisors
California
$262K +$2.21K +18 +0.8%
LOAMS
641
Lombard Odier Asset Management (Switzerland)
Switzerland
$262K +$271K +2,204 New
AAM
642
Aureus Asset Management
Massachusetts
$261K – – –
AAS
643
Avantax Advisory Services
Texas
$261K +$25K +203 +10%
LNC
644
Lincoln National Corp
Pennsylvania
$261K +$26.9K +219 +11%
BHCM
645
Brevan Howard Capital Management
Jersey
$258K – – –
BP
646
Ballentine Partners
Massachusetts
$258K +$76.1K +619 +40%
CWM
647
C2C Wealth Management
Arizona
$256K – – –
PWPS
648
Pinnacle Wealth Planning Services
Ohio
$256K +$265K +2,154 New
AIM
649
Anchor Investment Management
South Carolina
$253K – – –
PI
650
PEAK6 Investments
Illinois
$252K +$258K +2,099 New
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