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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
801
Baystate Wealth Management
Massachusetts
$15K – – –
WT
802
Washington Trust
Rhode Island
$14K +$861 +7 +7%
PFS
803
Prospera Financial Services
Texas
$13K -$81.1K -660 -86%
GLLW
804
Graves Light Lenhart Wealth
Virginia
$13K – – –
JWA
805
JFS Wealth Advisors
Pennsylvania
$13K +$2.95K +24 +29%
CBT
806
CoreFirst Bank & Trust
Kansas
$12K -$32K -260 -72%
CWP
807
Concord Wealth Partners
Virginia
$12K -$9.59K -78 -43%
CNBTD
808
Citizens National Bank Trust Department
Mississippi
$12K – – –
HFM
809
Hartford Financial Management
Connecticut
$12K – – –
NSIM
810
North Star Investment Management
Illinois
$12K – – –
VVP
811
Venture Visionary Partners
Ohio
$11.9K +$12.3K +100 New
GI
812
Gradient Investments
Minnesota
$11K – – –
PP
813
Pacifica Partners
Canada
$11K – – –
PO
814
Private Ocean
California
$11K – – –
CAC
815
Core Alternative Capital
Georgia
$10K +$2.21K +18 +29%
CA
816
CoreCap Advisors
Michigan
$10K +$10.5K +85 New
RWM
817
Raffa Wealth Management
District of Columbia
$9.14K – – –
SIS
818
Sound Income Strategies
Florida
$9K -$984 -8 -10%
CB
819
Community Bank
New York
$9K – – –
HIM
820
Hillsdale Investment Management
Ontario, Canada
$9K – – –
SFCL
821
Strengthening Families & Communities LLC
Massachusetts
$9K – – –
TFS
822
TrustCore Financial Services
Tennessee
$9K – – –
FMP
823
Financial Management Professionals
Texas
$9K +$3.44K +28 +60%
BMD
824
Better Money Decisions
New Mexico
$9K +$9.1K +74 New
HFA
825
HC Financial Advisors
California
$8K – – –
31 32
33
34 35