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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
776
Cercano Management
Washington
$247K +$228K +1,666 New
LWM
777
Liberty Wealth Management
California
$247K -$9.9M -72,286 -98%
LC
778
Lindbrook Capital
California
$247K +$5.48K +40 +2%
VCM
779
Virtue Capital Management
Tennessee
$244K -$28.6K -209 -11%
SF
780
Summit Financial
New Jersey
$243K +$224K +1,639 New
CCA
781
Childress Capital Advisors
Texas
$243K -$10.8K -79 -5%
JIC
782
Johnson Investment Counsel
Ohio
$243K +$2.88K +21 +1%
DIM
783
Delta Investment Management
California
$242K – – –
CPA
784
Capital Planning Advisors
California
$242K +$137 +1 +0.1%
SIA
785
SeaBridge Investment Advisors
New Jersey
$241K – – –
WCWM
786
Willow Creek Wealth Management
California
$241K +$222K +1,621 New
NRS
787
Neville Rodie & Shaw
New York
$238K -$315K -2,300 -59%
BHC
788
Bowen Hanes & Co
Florida
$238K – – –
AAM
789
AR Asset Management
California
$237K – – –
AHC
790
Adell Harriman & Carpenter
Texas
$237K – – –
HI
791
Humankind Investments
New York
$237K +$218K +1,593 New
RCAG
792
Rehmann Capital Advisory Group
Michigan
$236K +$214K +1,560 New
WS
793
Wedbush Securities
California
$235K -$179K -1,306 -45%
BWP
794
Baldwin Wealth Partners
Massachusetts
$235K +$1.23K +9 +0.6%
IWM
795
IHT Wealth Management
Illinois
$235K -$13.7K -100 -6%
PTC
796
Private Trust Company
Ohio
$229K -$4.66K -34 -2%
GL
797
Graypoint LLC
New York
$229K +$211K +1,543 New
WA
798
WBH Advisory
Maryland
$227K -$4.11K -30 -2%
ATC
799
Argent Trust Co
Tennessee
$227K -$14.1K -103 -6%
WGC
800
Watts Gwilliam & Co
Arizona
$226K +$214K +1,562 New
30 31
32
33 34