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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
676
Precision Wealth Strategies
Missouri
$319K -$1.28K -9 -0.4%
WP
677
WealthSource Partners
California
$319K +$39.5K +277 +15%
BB
678
Berkshire Bank
Massachusetts
$318K +$16.8K +118 +6%
LC
679
Lindbrook Capital
California
$316K +$9.14K +64 +3%
FL
680
Fort LP
Maryland
$315K -$93.2K -653 -24%
CM
681
Capula Management
Cayman Islands
$314K +$42.8K +300 +17%
TWI
682
Thomas White International
Illinois
$312K -$126K -882 -30%
EFG
683
Everhart Financial Group
Ohio
$312K -$22.3K -156 -7%
FTDI
684
First Trust Direct Indexing
Massachusetts
$311K +$41.7K +292 +16%
OWP
685
Obermeyer Wealth Partners
Colorado
$308K – – –
LNC
686
Lincoln National Corp
Pennsylvania
$307K -$30.3K -212 -9%
CP
687
Capital Planning
Washington
$304K – – –
BHC
688
Bowen Hanes & Co
Florida
$301K – – –
CWM
689
Calamos Wealth Management
Illinois
$298K -$10.1K -71 -3%
I
690
IMPACTfolio
Colorado
$298K -$30.3K -212 -10%
AWM
691
Affinity Wealth Management
Delaware
$297K – – –
OCBCO
692
Oversea-Chinese Banking Corp (OCBC)
Singapore
$297K +$283K +1,982 New
LWAC
693
Laurel Wealth Advisors (California)
California
$295K – – –
SWIG
694
Strategic Wealth Investment Group
Kentucky
$295K – – –
ARC
695
Advisor Resource Council
Texas
$292K -$32.1K -225 -10%
SCM
696
Shelton Capital Management
Colorado
$292K – – –
WA
697
WealthTrust Axiom
Pennsylvania
$292K – – –
BWG
698
Beta Wealth Group
California
$288K -$12.4K -87 -4%
HI
699
Harbour Investments
Wisconsin
$282K +$8.14K +57 +3%
BRM
700
Boston Research & Management
Massachusetts
$281K – – –
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