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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
726
Vestmark Advisory Solutions
Massachusetts
$336K +$23.6K +194 +8%
TC
727
TwinBeech Capital
New York
$335K -$8.08M -66,282 -96%
TPWA
728
TRUE Private Wealth Advisors
Oregon
$334K +$1.1K +9 +0.4%
SW
729
Simplicity Wealth
New Jersey
$333K +$60.2K +494 +25%
PFPG
730
Pinnacle Financial Partners (Georgia)
Georgia
$333K – – –
BM
731
Berman McAleer
Maryland
$332K – – –
EB
732
Eastern Bank
Massachusetts
$332K +$33.4K +274 +12%
CWMA
733
Capstone Wealth Management (Alabama)
Alabama
$329K +$301K +2,474 New
CCA
734
Checchi Capital Advisers
California
$328K -$9.75K -80 -3%
JWCA
735
J.W. Cole Advisors
Florida
$326K -$18.8K -154 -6%
VCM
736
Voleon Capital Management
California
$325K -$39.2K -322 -12%
MAM
737
Mystic Asset Management
Rhode Island
$324K +$297K +2,441 New
TLFA
738
True Link Financial Advisors
California
$324K – – –
QPBE
739
Quintet Private Bank (Europe)
Luxembourg
$323K -$303K -2,488 -51%
AIP
740
Ameritas Investment Partners
Nebraska
$323K -$12.8K -105 -4%
BCWM
741
Bartlett & Co Wealth Management
Ohio
$323K +$1.95K +16 +0.7%
ANTB
742
AMG National Trust Bank
Colorado
$320K +$1.1K +9 +0.4%
RWP
743
Revolve Wealth Partners
New Jersey
$320K +$293K +2,406 New
LBC
744
Lowe Brockenbrough & Co
Virginia
$317K – – –
MYAM
745
Meiji Yasuda Asset Management
Japan
$316K -$30.9K -254 -10%
EP
746
Essential Partners
California
$314K -$36.2K -297 -11%
CWG
747
Cornerstone Wealth Group
North Carolina
$313K +$75.4K +619 +36%
NDSI
748
Newman Dignan & Sheerar Inc
Rhode Island
$312K – – –
AO
749
Advisor OS
Illinois
$311K +$7.07K +58 +3%
WCM
750
Windward Capital Management
California
$306K -$4.75K -39 -2%
28 29
30
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