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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
676
Berkshire Bank
Massachusetts
$244K +$257K +2,004 New
BWG
677
Beta Wealth Group
California
$244K +$258K +2,010 New
AWM
678
Affinity Wealth Management
Delaware
$242K – – –
LWAC
679
Laurel Wealth Advisors (California)
California
$240K – – –
AG
680
AIA Group
Hong Kong
$239K -$156K -1,213 -38%
PWAG
681
Polaris Wealth Advisory Group
California
$239K +$244K +1,900 New
KCM
682
Kathmere Capital Management
Pennsylvania
$239K +$252K +1,965 New
SCM
683
Shelton Capital Management
Colorado
$237K – – –
WA
684
WealthTrust Axiom
Pennsylvania
$237K – – –
GC
685
Gilbert & Cook
Iowa
$235K +$223K +1,736 New
RCAMU
686
Rothschild & Co Asset Management US
Connecticut
$233K -$6.55K -51 -3%
SWIG
687
Strategic Wealth Investment Group
Kentucky
$233K – – –
CMBA
688
C.M. Bidwell & Associates
Hawaii
$229K +$241K +1,880 New
BRM
689
Boston Research & Management
Massachusetts
$228K – – –
WP
690
WealthSource Partners
California
$225K +$238K +1,852 New
CIC
691
Chilton Investment Company
Connecticut
$224K – – –
SFA
692
Sequoia Financial Advisors
Ohio
$224K +$4.88K +38 +2%
PCM
693
Penserra Capital Management
California
$224K +$193K +1,505 +432%
RCM
694
RB Capital Management
Nevada
$223K -$30.4K -237 -11%
JCM
695
Janney Capital Management
Pennsylvania
$223K – – –
AIM
696
Anchor Investment Management
South Carolina
$223K -$38.5K -300 -14%
CTC
697
Central Trust Company
Missouri
$220K -$27.9K -217 -11%
LIM
698
Leavell Investment Management
Alabama
$220K – – –
TCOT
699
Trust Company of Toledo
Ohio
$219K – – –
CM
700
Capula Management
Cayman Islands
$219K +$231K +1,800 New
26 27
28
29 30