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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
701
Private Capital Group
Connecticut
$237K -$136 -1 -0.1%
LIM
702
Leavell Investment Management
Alabama
$236K – – –
ATC
703
Argent Trust Co
Tennessee
$235K -$1.23K -9 -0.6%
TWM
704
Tradition Wealth Management
Minnesota
$234K +$187K +1,369 +649%
IWM
705
IHT Wealth Management
Illinois
$234K +$216K +1,584 New
GP
706
Geneva Partners
Wisconsin
$234K +$216K +1,585 New
LWM
707
Liberty Wealth Management
California
$233K +$137K +1,008 +186%
SFA
708
Sequoia Financial Advisors
Ohio
$233K +$215K +1,576 New
GC
709
Grimes & Company
Massachusetts
$233K +$215K +1,578 New
FNBTCON
710
First National Bank & Trust Co of Newtown
Pennsylvania
$231K -$3K -22 -1%
OWM
711
Opes Wealth Management
California
$231K +$213K +1,563 New
SS
712
Simplicity Solutions
Minnesota
$230K +$212K +1,557 New
AA
713
Advisory Alpha
Michigan
$229K +$211K +1,548 New
XT
714
XTX Topco
Cayman Islands
$229K +$211K +1,548 New
RF
715
RHS Financial
California
$228K -$22.4K -164 -10%
RS
716
Retirement Solution
Washington
$228K +$210K +1,542 New
GA
717
Geller Advisors
New York
$226K +$208K +1,527 New
WB
718
Webster Bank
Connecticut
$225K – – –
DIM
719
Delta Investment Management
California
$222K +$205K +1,500 New
BAM
720
Belpointe Asset Management
Nevada
$221K -$505K -3,704 -71%
FRA
721
Front Row Advisors
California
$221K -$6.82K -50 -4%
DY
722
Dowling & Yahnke
California
$220K +$203K +1,488 New
GC
723
Globeflex Capital
California
$216K +$104K +766 +110%
ECM
724
Estabrook Capital Management
New York
$215K -$5.18K -38 -3%
IWA
725
IBEX Wealth Advisors
New Jersey
$214K +$197K +1,448 New
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