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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
626
Personal Capital Advisors
California
$406K +$7.57K +53 +2%
FPCG
627
Fort Pitt Capital Group
Pennsylvania
$404K – – –
HGERS
628
Householder Group Estate & Retirement Specialist
Arizona
$398K +$25.4K +178 +7%
ANTB
629
AMG National Trust Bank
Colorado
$396K +$2K +14 +0.5%
CI
630
Conning Inc
Connecticut
$395K -$1.28K -9 -0.3%
PWA
631
Phoenix Wealth Advisors
North Carolina
$394K -$58.4K -409 -13%
EWM
632
Empirical Wealth Management
Washington
$394K -$15.4K -108 -4%
JGGDR
633
JGP Global Gestao de Recursos
Brazil
$393K -$714 -5 -0.2%
CS
634
Comerica Securities
Michigan
$390K -$12.1K -85 -3%
AIM
635
Athena Investment Management
California
$389K – – –
TNAM
636
Terra Nova Asset Management
New York
$388K – – –
BCM
637
Buckhead Capital Management
Georgia
$385K – – –
CWM
638
Connecticut Wealth Management
Connecticut
$384K +$8.85K +62 +2%
CB
639
Cadence Bank
Mississippi
$383K – – –
WPW
640
Waldron Private Wealth
Pennsylvania
$378K – – –
HBT
641
Heartland Bank & Trust
Illinois
$377K +$360K +2,521 New
FFM
642
Forum Financial Management
Illinois
$374K -$19.3K -135 -5%
PIMJS
643
PKO Investment Management Joint-Stock
Poland
$374K -$243K -1,700 -40%
SIC
644
Salem Investment Counselors
North Carolina
$373K – – –
QC
645
Quadrature Capital
United Kingdom
$371K +$354K +2,482 New
TPWA
646
TRUE Private Wealth Advisors
Oregon
$371K – – –
I
647
InceptionR
California
$370K +$353K +2,473 New
TCBWMS
648
Texas Capital Bank Wealth Management Services
Texas
$367K +$12.1K +85 +4%
LOAMS
649
Lombard Odier Asset Management (Switzerland)
Switzerland
$365K +$348K +2,436 New
LW
650
Linscomb Wealth
Texas
$361K +$344K +2,412 New
24 25
26
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