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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
701
Outlook Wealth Advisors
Texas
$288K +$24.1K +172 +8%
PPWP
702
Premier Path Wealth Partners
New Jersey
$287K +$22.4K +160 +8%
LIM
703
Leavell Investment Management
Alabama
$286K +$68.4K +489 +28%
PI
704
PFG Investments
New York
$284K -$9.79K -70 -3%
TC
705
TownSquare Capital
Utah
$284K +$4.33K +31 +1%
RP
706
Rice Partnership
Hawaii
$283K -$12.2K -87 -4%
TCM
707
Telos Capital Management
California
$278K -$1.82K -13 -0.6%
AG
708
Ascent Group
Virginia
$275K +$8.53K +61 +3%
KWA
709
Kingswood Wealth Advisors
California
$273K +$295K +2,109 New
RAM
710
Ramirez Asset Management
New York
$271K – – –
CGL
711
Clarius Group LLC
Washington
$270K -$17.1K -122 -6%
CTC
712
Central Trust Company
Missouri
$269K -$28K -200 -9%
CPC
713
Consolidated Planning Corp
Georgia
$268K +$289K +2,069 New
PA
714
PFG Advisors
Arizona
$266K +$287K +2,049 New
BB
715
Berkshire Bank
Massachusetts
$265K -$61.9K -443 -18%
CP
716
Capital Planning
Washington
$263K – – –
SWIG
717
Strategic Wealth Investment Group
Kentucky
$261K +$286K +2,048 New
FWM
718
FFT Wealth Management
Pennsylvania
$261K +$281K +2,011 New
OWP
719
Obermeyer Wealth Partners
Colorado
$261K – – –
GF
720
Gabelli Funds
New York
$259K – – –
EWM
721
Evercore Wealth Management
New York
$258K +$30.2K +216 +12%
GLA
722
Great Lakes Advisors
Illinois
$258K +$979 +7 +0.4%
AWM
723
Affinity Wealth Management
Delaware
$258K – – –
GBT
724
Grove Bank & Trust
Florida
$257K -$11.2K -80 -4%
SC
725
Sapient Capital
Indiana
$257K +$3.36K +24 +1%
27 28
29
30 31