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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
726
IBEX Wealth Advisors
New Jersey
$214K +$197K +1,448 New
ECM
727
Evergreen Capital Management
Washington
$214K +$198K +1,449 New
HIA
728
Harbor Investment Advisory
Maryland
$213K – – –
PWLP
729
Prio Wealth Limited Partnership
Massachusetts
$208K -$43.9K -322 -19%
CCP
730
Cardan Capital Partners
Colorado
$207K +$191K +1,400 New
EWM
731
Empirical Wealth Management
Washington
$207K +$191K +1,401 New
SAM
732
Synergy Asset Management
Washington
$205K +$189K +1,385 New
SBL
733
Sargent Bickham Lagudis
Colorado
$204K -$4.64K -34 -2%
TIA
734
Tiemann Investment Advisors
California
$204K +$188K +1,378 New
QP
735
Quilter Plc
United Kingdom
$204K +$188K +1,380 New
EIP
736
Ellis Investment Partners
Pennsylvania
$151K +$136 +1 +0.1%
FWM
737
Focused Wealth Management
New York
$148K +$136K +1,000 New
GWMIA
738
Global Wealth Management Investment Advisory
Florida
$148K +$136K +1,000 New
PMAS
739
PNC Managed Account Solutions
Texas
$147K +$136K +995 New
NFG
740
Next Financial Group
Texas
$145K +$84K +616 +171%
CI
741
CX Institutional
Indiana
$135K +$28.1K +206 +29%
CAM
742
CenterStar Asset Management
Illinois
$134K – – –
BCA
743
Berman Capital Advisors
Georgia
$130K +$29.3K +215 +32%
TPCW
744
TD Private Client Wealth
New York
$128K -$2.37M -17,349 -95%
AS
745
Altshuler Shaham
Israel
$125K +$62.7K +460 +119%
KFS
746
Kelly Financial Services
Massachusetts
$122K – – –
DMBA
747
Deseret Mutual Benefit Administrators
Utah
$117K +$108K +792 New
IUHSA
748
Itau Unibanco Holding S.A.
Brazil
$115K +$106K +779 New
WTC
749
WhitTier Trust Company
Nevada
$113K +$546 +4 +0.5%
HFM
750
Harvest Fund Management
China
$112K – – –
28 29
30
31 32