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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
676
WealthSource Partners
California
$319K +$39.5K +277 +15%
BB
677
Berkshire Bank
Massachusetts
$318K +$16.8K +118 +6%
LC
678
Lindbrook Capital
California
$316K +$9.14K +64 +3%
FL
679
Fort LP
Maryland
$315K -$93.2K -653 -24%
CM
680
Capula Management
Cayman Islands
$314K +$42.8K +300 +17%
TWI
681
Thomas White International
Illinois
$312K -$126K -882 -30%
EFG
682
Everhart Financial Group
Ohio
$312K -$22.3K -156 -7%
FTDI
683
First Trust Direct Indexing
Massachusetts
$311K +$41.7K +292 +16%
OWP
684
Obermeyer Wealth Partners
Colorado
$308K – – –
LNC
685
Lincoln National Corp
Pennsylvania
$307K -$30.3K -212 -9%
CP
686
Capital Planning
Washington
$304K – – –
BHC
687
Bowen Hanes & Co
Florida
$301K – – –
CWM
688
Calamos Wealth Management
Illinois
$298K -$10.1K -71 -3%
I
689
IMPACTfolio
Colorado
$298K -$30.3K -212 -10%
AWM
690
Affinity Wealth Management
Delaware
$297K – – –
OCBCO
691
Oversea-Chinese Banking Corp (OCBC)
Singapore
$297K +$283K +1,982 New
LWAC
692
Laurel Wealth Advisors (California)
California
$295K – – –
SWIG
693
Strategic Wealth Investment Group
Kentucky
$295K – – –
ARC
694
Advisor Resource Council
Texas
$292K -$32.1K -225 -10%
SCM
695
Shelton Capital Management
Colorado
$292K – – –
WA
696
WealthTrust Axiom
Pennsylvania
$292K – – –
BWG
697
Beta Wealth Group
California
$288K -$12.4K -87 -4%
HI
698
Harbour Investments
Wisconsin
$282K +$8.14K +57 +3%
BRM
699
Boston Research & Management
Massachusetts
$281K – – –
KTC
700
Kistler-Tiffany Companies
Pennsylvania
$277K +$244K +1,710 +1,213%
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