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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
751
Capital Planning Advisors
California
$263K – – –
SC
752
SouthState Corp
Florida
$262K +$1.09K +7 +0.4%
WB
753
Webster Bank
Connecticut
$256K +$12.6K +81 +5%
ACM
754
Aquatic Capital Management
Illinois
$255K +$249K +1,600 New
KA
755
Kovack Advisors
Florida
$254K +$2.96K +19 +1%
GC
756
Grimes & Company
Massachusetts
$252K – – –
TWM
757
Tradition Wealth Management
Minnesota
$252K – – –
BCM
758
BTR Capital Management
California
$250K -$36.5K -234 -13%
FNBTCON
759
First National Bank & Trust Co of Newtown
Pennsylvania
$250K – – –
AT
760
American Trust
Kentucky
$247K +$241K +1,549 New
MAM
761
Martingale Asset Management
Massachusetts
$246K – – –
RF
762
RHS Financial
California
$246K – – –
SFA
763
Sequoia Financial Advisors
Ohio
$245K +$239K +1,535 New
WTA
764
Washington Trust Advisors
Massachusetts
$245K +$240K +1,538 New
LWM
765
Liberty Wealth Management
California
$242K -$82.2K -528 -26%
DADC
766
D.A. Davidson & Co
Montana
$241K +$235K +1,507 New
AAM
767
Advisors Asset Management
Colorado
$240K +$234K +1,504 New
DIM
768
Delta Investment Management
California
$239K – – –
DY
769
Dowling & Yahnke
California
$238K – – –
FTDI
770
First Trust Direct Indexing
Massachusetts
$238K +$33.3K +214 +17%
TLCM
771
Twin Lakes Capital Management
California
$237K – – –
EWM
772
Endowment Wealth Management
Wisconsin
$237K +$231K +1,485 New
TIA
773
Tiemann Investment Advisors
California
$236K +$15.6K +100 +7%
ECM
774
Evergreen Capital Management
Washington
$235K +$935 +6 +0.4%
PWPS
775
Pinnacle Wealth Planning Services
Ohio
$235K +$26.9K +173 +13%
29 30
31
32 33