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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
701
Delta Asset Management
Tennessee
$20K – – –
IF
702
Ironwood Financial
Arizona
$20K – – –
TCM
703
Tradewinds Capital Management
Washington
$20K – – –
GI
704
Gradient Investments
Minnesota
$19K – – –
SLF
705
Sun Life Financial
Ontario, Canada
$19K +$97 +1 +0.5%
NFSG
706
Newbridge Financial Services Group
Florida
$17K +$16.2K +168 New
SWA
707
Sutton Wealth Advisors
Florida
$16.4K – – –
SFSIG
708
San Francisco Sentry Investment Group
California
$16K – – –
PI
709
PEAK6 Investments
Illinois
$15K +$14.4K +149 New
AIM
710
Anchor Investment Management
South Carolina
$13.6K – – –
JCM
711
Jacobi Capital Management
Pennsylvania
$13K -$12.1K -125 -50%
WPA
712
West Paces Advisors
Georgia
$12.1K – – –
BWM
713
Baystate Wealth Management
Massachusetts
$12K – – –
PW
714
Price Wealth
Texas
$12K +$11.9K +123 New
VAIA
715
Virtus Alternative Investment Advisers
Connecticut
$11K -$4.54K -47 -30%
PP
716
Pacifica Partners
Canada
$11K – – –
SL
717
Savior LLC
Massachusetts
$11K – – –
KPCM
718
Kings Point Capital Management
New York
$11K +$10.3K +107 New
CFA
719
Carroll Financial Associates
North Carolina
$10K – – –
EFSCE
720
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
HFM
721
Hartford Financial Management
Connecticut
$10K – – –
NSIM
722
North Star Investment Management
Illinois
$10K – – –
PMFA
723
Plante Moran Financial Advisors
Michigan
$10K – – –
PO
724
Private Ocean
California
$10K – – –
BBL
725
Beck Bode LLC
Massachusetts
$10K +$9.66K +100 New
27 28
29
30 31