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Agilent Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
GM
701
GeoWealth Management
Illinois
$285K +$244K +2,048 New
LSA
702
Leonteq Securities AG
Switzerland
$284K -$598K -5,029 -71%
CP
703
Capital Planning
Washington
$283K
PPWP
704
Premier Path Wealth Partners
New Jersey
$283K +$242K +2,032 New
BB
705
Berkshire Bank
Massachusetts
$281K +$952 +8 +0.4%
SWIG
706
Strategic Wealth Investment Group
Kentucky
$280K
OWP
707
Obermeyer Wealth Partners
Colorado
$279K
BWP
708
Baldwin Wealth Partners
Massachusetts
$279K -$1.9M -15,998 -89%
GF
709
Gabelli Funds
New York
$278K -$357K -3,000 -60%
AWM
710
Affinity Wealth Management
Delaware
$276K
SC
711
Sapient Capital
Indiana
$273K +$233K +1,959 New
PCM
712
Parsons Capital Management
Rhode Island
$272K -$21.7K -182 -9%
WA
713
WealthTrust Axiom
Pennsylvania
$271K
IWA
714
IBEX Wealth Advisors
New Jersey
$270K -$75.1K -631 -24%
PVI
715
Pine Valley Investments
New Jersey
$268K +$229K +1,926 New
TCOT
716
Trust Company of Toledo
Ohio
$267K +$14.3K +120 +7%
CCA
717
Childress Capital Advisors
Texas
$267K +$4.04K +34 +2%
EWM
718
Evercore Wealth Management
New York
$265K -$4.52K -38 -2%
ECM
719
Endurant Capital Management
California
$264K +$226K +1,900 New
SI
720
Stephens Inc
Arkansas
$263K -$33.5K -282 -13%
TF
721
Tompkins Financial
New York
$263K +$114K +960 +103%
SP
722
Saranac Partners
$262K
HCC
723
Hirtle Callaghan & Co
Pennsylvania
$260K +$222K +1,870 New
SF
724
Synovus Financial
Georgia
$259K -$2.14K -18 -1%
AP
725
Americana Partners
Texas
$259K