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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
701
WBH Advisory
Maryland
$257K – – –
AWM
702
Affinity Wealth Management
Delaware
$255K – – –
SWIG
703
Strategic Wealth Investment Group
Kentucky
$253K +$263K +1,914 New
BRM
704
Boston Research & Management
Massachusetts
$248K – – –
SS
705
Simplicity Solutions
Minnesota
$246K -$231K -1,680 -47%
AG
706
AlphaSimPlex Group
Massachusetts
$246K -$48.4K -352 -16%
CAN
707
Cetera Advisor Networks
California
$245K -$4.95K -36 -2%
CC
708
Cannell & Co
New York
$245K – – –
OFA
709
Oak Family Advisors
Illinois
$245K – – –
CIC
710
Chilton Investment Company
Connecticut
$244K -$18.2K -132 -7%
JCM
711
Janney Capital Management
Pennsylvania
$243K – – –
LIM
712
Leavell Investment Management
Alabama
$240K – – –
EWM
713
Evercore Wealth Management
New York
$239K -$7.84K -57 -3%
SAM
714
Simplify Asset Management
Nevada
$239K +$248K +1,804 New
TCOT
715
Trust Company of Toledo
Ohio
$238K – – –
DT
716
Diversified Trust
Tennessee
$237K +$64.3K +467 +35%
DWM
717
Dakota Wealth Management
Florida
$232K -$43.8K -318 -15%
HGWM
718
Horst & Graben Wealth Management
Oregon
$232K +$413 +3 +0.2%
CPC
719
Cookson Peirce & Co
Pennsylvania
$231K -$28.6M -207,572 -99%
CC
720
Courier Capital
New York
$229K -$11.1K -81 -4%
ETI
721
Enterprise Trust & Investment
California
$229K – – –
CPA
722
Capital Planning Advisors
California
$229K +$11.3K +82 +5%
HIA
723
Harbor Investment Advisory
Maryland
$228K +$3.99K +29 +2%
NP
724
NorthRock Partners
Minnesota
$228K +$34K +247 +17%
TCM
725
Telos Capital Management
California
$227K +$5.5K +40 +2%
27 28
29
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