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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
701
Telos Capital Management
California
$309K -$3.22K -22 -1%
HIIFS
702
Harel Insurance Investments & Financial Services
Israel
$307K +$3.8K +26 +1%
MSA
703
Marino Stram & Associates
Massachusetts
$307K – – –
AAM
704
Aureus Asset Management
Massachusetts
$304K – – –
PWPS
705
Pinnacle Wealth Planning Services
Ohio
$303K +$731 +5 +0.2%
CWM
706
C2C Wealth Management
Arizona
$298K – – –
FTDI
707
First Trust Direct Indexing
Massachusetts
$297K +$10.2K +70 +3%
IWA
708
Inspirion Wealth Advisors
Illinois
$297K +$314K +2,147 New
PCM
709
Parsons Capital Management
Rhode Island
$296K – – –
GC
710
Gilbert & Cook
Iowa
$295K +$42.4K +290 +16%
WP
711
WealthSource Partners
California
$293K -$1.61K -11 -0.5%
PNC
712
Park National Corp
Ohio
$291K -$29.2K -200 -9%
ONB
713
Old National Bancorp
Indiana
$289K +$305K +2,089 New
TWI
714
Thomas White International
Illinois
$289K – – –
LNC
715
Lincoln National Corp
Pennsylvania
$286K +$2.34K +16 +0.8%
BAM
716
Blueshift Asset Management
New Jersey
$282K +$28.8K +197 +11%
NP
717
NorthRock Partners
Minnesota
$282K -$43K -294 -13%
CI
718
CX Institutional
Indiana
$282K -$34.2K -234 -10%
CP
719
Capital Planning
Washington
$281K – – –
LOAME
720
Lombard Odier Asset Management (Europe)
United Kingdom
$280K +$296K +2,026 New
BB
721
Berkshire Bank
Massachusetts
$279K -$15.5K -106 -5%
OWP
722
Obermeyer Wealth Partners
Colorado
$278K -$7.02K -48 -2%
BHC
723
Bowen Hanes & Co
Florida
$278K – – –
SIM
724
Sentry Investment Management
Wisconsin
$277K -$217K -1,487 -43%
CWM
725
Calamos Wealth Management
Illinois
$276K -$146 -1 -0.1%
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