A icon

Agilent Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
626
Trust Asset Management
Texas
$467K – – –
EWM
627
Empirical Wealth Management
Washington
$462K +$40.6K +296 +9%
FFM
628
Forum Financial Management
Illinois
$462K +$140K +1,025 +42%
ASN
629
Advisory Services Network
Georgia
$462K -$22.7K -166 -5%
IWC
630
Integrated Wealth Concepts
Massachusetts
$458K +$91.9K +671 +24%
S
631
SimplyRich
California
$456K – – –
WPW
632
Waldron Private Wealth
Pennsylvania
$455K +$3.97K +29 +0.9%
VFA
633
Valeo Financial Advisors
Indiana
$450K -$2.47K -18 -0.5%
SWM
634
Spire Wealth Management
Virginia
$446K -$1.38M -10,075 -75%
IFU
635
iSAM Funds (UK)
United Kingdom
$441K +$450K +3,286 New
CI
636
CX Institutional
Indiana
$439K +$26.9K +196 +6%
CCG
637
Cypress Capital Group
Florida
$437K -$178K -1,297 -28%
RCA
638
Roberts Capital Advisors
Colorado
$434K – – –
AWA
639
Aaron Wealth Advisors
Illinois
$431K +$72.6K +530 +20%
FCP
640
Fidelis Capital Partners
Florida
$431K +$7.54K +55 +2%
PK
641
Pflug Koory
Nebraska
$430K +$4.52K +33 +1%
CIG
642
Cascade Investment Group
Colorado
$427K – – –
HR
643
Hardy Reed
Mississippi
$423K – – –
FAIM
644
Financial Advocates Investment Management
Washington
$423K +$8.49K +62 +2%
KP
645
Keel Point
Alabama
$422K +$61.5K +449 +17%
GPA
646
Garrison Point Advisors
California
$422K – – –
SS
647
Sound Stewardship
Kansas
$420K +$428K +3,127 New
Fayez Sarofim & Co
648
Fayez Sarofim & Co
Texas
$417K – – –
NI
649
Natural Investments
California
$416K +$425K +3,104 New
WBWA
650
William B. Walkup & Associates
South Carolina
$413K – – –