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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Affinity Wealth Management
Delaware
$234K – – –
IWM
727
IHT Wealth Management
Illinois
$234K +$5.1K +46 +2%
BFS
728
Bradley Foster & Sargent
Connecticut
$233K -$38.8K -350 -15%
HCM
729
Howard Capital Management
Georgia
$232K +$15.7K +142 +8%
BB
730
Berkshire Bank
Massachusetts
$232K +$2.22K +20 +1%
SF
731
Synovus Financial
Georgia
$231K +$5.65K +51 +3%
SC
732
Sapient Capital
Indiana
$231K -$222 -2 -0.1%
BC
733
Burney Company
Virginia
$231K +$9.97K +90 +5%
NRD
734
Nebula Research & Development
New York
$230K -$4.12M -37,186 -95%
RWM
735
Ritholtz Wealth Management
New York
$230K -$111K -1,002 -34%
AFGAS
736
Allegiance Financial Group Advisory Services
Virginia
$230K +$216K +1,951 New
CAM
737
Claret Asset Management
Quebec, Canada
$230K +$216K +1,952 New
CI
738
Conning Inc
Connecticut
$228K -$8.98K -81 -4%
RP
739
Rice Partnership
Hawaii
$228K -$8.31K -75 -4%
KWS
740
Keystone Wealth Services
California
$228K +$554 +5 +0.3%
TCOT
741
Trust Company of Toledo
Ohio
$227K – – –
ST
742
Smithfield Trust
Pennsylvania
$226K -$3.32K -30 -2%
KP
743
Keel Point
Alabama
$226K -$80.6K -727 -28%
GBT
744
Grove Bank & Trust
Florida
$225K +$2.99K +27 +1%
AFG
745
Atomi Financial Group
New York
$225K +$211K +1,904 New
PMSA
746
Patrick M. Sweeney & Associates
Illinois
$225K +$205K +1,851 New
WWC
747
Waypoint Wealth Counsel
Georgia
$224K +$211K +1,902 New
FMLI
748
Fukoku Mutual Life Insurance
Japan
$224K – – –
AP
749
Americana Partners
Texas
$218K – – –
PA
750
PFG Advisors
Arizona
$218K -$20.6K -186 -9%
28 29
30
31 32