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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
701
Parsons Capital Management
Rhode Island
$239K – – –
PCM
702
Penserra Capital Management
California
$238K -$30.2K -252 -11%
PCM
703
Prelude Capital Management
New York
$237K +$254K +2,121 New
DACS
704
Dymon Asia Capital (Singapore)
Singapore
$236K +$253K +2,111 New
CP
705
CenterBook Partners
Connecticut
$235K +$252K +2,103 New
T
706
TOBAM
France
$235K +$37.7K +315 +18%
RAM
707
Ramirez Asset Management
New York
$233K +$250K +2,088 New
FCP
708
Fidelis Capital Partners
Florida
$233K +$8.87K +74 +4%
CP
709
Capital Planning
Washington
$227K – – –
BB
710
Berkshire Bank
Massachusetts
$225K – – –
SWIG
711
Strategic Wealth Investment Group
Kentucky
$225K – – –
OWP
712
Obermeyer Wealth Partners
Colorado
$225K – – –
NP
713
NorthRock Partners
Minnesota
$224K +$39.7K +331 +20%
PWPS
714
Pinnacle Wealth Planning Services
Ohio
$224K -$15.1K -126 -6%
AWM
715
Affinity Wealth Management
Delaware
$222K – – –
ECM
716
Evergreen Capital Management
Washington
$222K +$238K +1,984 New
CGL
717
Clarius Group LLC
Washington
$220K -$57.4K -479 -20%
AWS
718
Atria Wealth Solutions
New York
$220K -$24.3K -203 -9%
WA
719
WealthTrust Axiom
Pennsylvania
$218K – – –
CWM
720
Calamos Wealth Management
Illinois
$217K -$7.19K -60 -3%
EWM
721
Evercore Wealth Management
New York
$217K +$30K +250 +15%
CCA
722
Childress Capital Advisors
Texas
$216K +$226K +1,884 New
OR
723
Olympiad Research
Connecticut
$215K +$231K +1,926 New
RWA
724
Ropes Wealth Advisors
Massachusetts
$215K -$33.9K -283 -13%
SC
725
Syon Capital
California
$213K +$228K +1,907 New
27 28
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