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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
676
CSat Investment Advisory
Michigan
$12K -$1.06K -14 -8%
QCIG
677
Quad-Cities Investment Group
Iowa
$12K – – –
VFA
678
Valeo Financial Advisors
Indiana
$11K -$1.44K -19 -12%
FHA
679
Flagship Harbor Advisors
Massachusetts
$11K – – –
TFO
680
Tarbox Family Office
California
$11K – – –
SWA
681
Sutton Wealth Advisors
Florida
$10.7K +$759 +10 +8%
PMFA
682
Plante Moran Financial Advisors
Michigan
$10K – – –
EFSCE
683
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$2.2K +29 +29%
UOTTAIMCU
684
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10K +$9.11K +120 New
BC
685
Bartlett & Co
Ohio
$10K +$9.19K +121 New
BCWM
686
Bartlett & Co Wealth Management
Ohio
$9.73K +$9.19K +121 New
WPA
687
West Paces Advisors
Georgia
$9.65K – – –
CFA
688
Carroll Financial Associates
North Carolina
$9K -$4.55K -60 -33%
YWP
689
YorkBridge Wealth Partners
New York
$9K – – –
LA
690
Legacy Advisors
Pennsylvania
$9K +$8.35K +110 New
HFM
691
Hartford Financial Management
Connecticut
$8K – – –
LFA
692
Legacy Financial Advisors
Kentucky
$8K +$1.97K +26 +36%
PO
693
Private Ocean
California
$8K +$7.29K +96 New
CFG
694
Citizens Financial Group
Rhode Island
$8K +$7.59K +100 New
CBT
695
Capital Bank & Trust
California
$8K +$7.74K +102 New
DBT
696
Dubuque Bank & Trust
Iowa
$7K – – –
KPW
697
Kore Private Wealth
New York
$7K – – –
LYV
698
Live Your Vision
Pennsylvania
$7K – – –
VCM
699
Versant Capital Management
Arizona
$7K – – –
CB
700
Community Bank
New York
$6K – – –
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28
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