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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
751
Trust Company of Toledo
Ohio
$249K – – –
FA
752
Fountainhead AM
New Jersey
$249K +$292 +2 +0.1%
BFEC
753
Benjamin F. Edwards & Company
Missouri
$248K +$19.3K +132 +8%
HFM
754
Hartford Funds Management
Pennsylvania
$248K +$52.2K +357 +25%
T
755
TOBAM
France
$247K +$34.9K +239 +15%
OAM
756
Oppenheimer Asset Management
New York
$246K +$7.75K +53 +3%
GFA
757
Gallagher Fiduciary Advisors
Illinois
$245K +$259K +1,775 New
HGWM
758
Horst & Graben Wealth Management
Oregon
$244K +$439 +3 +0.2%
CPA
759
Capital Planning Advisors
California
$244K – – –
GA
760
Geller Advisors
New York
$244K +$28.9K +198 +13%
GLA
761
Great Lakes Advisors
Illinois
$243K +$257K +1,760 New
LIM
762
Leavell Investment Management
Alabama
$241K -$9.94K -68 -4%
PFPT
763
Pinnacle Financial Partners (Tennessee)
Tennessee
$240K +$4.68K +32 +2%
CC
764
Courier Capital
New York
$240K – – –
AA
765
Addison Advisors
Vermont
$238K -$1.17K -8 -0.5%
CS
766
Cannell & Spears
New York
$236K – – –
HIA
767
Harbor Investment Advisory
Maryland
$235K -$1.02K -7 -0.4%
EWM
768
Evercore Wealth Management
New York
$234K -$585 -4 -0.2%
DWP
769
Daymark Wealth Partners
Ohio
$231K +$244K +1,671 New
BCM
770
Brookstone Capital Management
Illinois
$229K +$29.7K +203 +14%
AWM
771
Axxcess Wealth Management
California
$226K +$239K +1,637 New
GVAG
772
Great Valley Advisor Group
Delaware
$226K +$239K +1,635 New
IFG
773
Independent Financial Group
California
$226K +$39.9K +273 +20%
SC
774
SouthState Corp
Florida
$225K – – –
DWM
775
Dakota Wealth Management
Florida
$225K +$238K +1,629 New
29 30
31
32 33