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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Spire Wealth Management
Virginia
$120K -$197K -1,778 -64%
CH
802
Cromwell Holdings
Wyoming
$115K +$5.76K +52 +6%
LSA
803
Leonteq Securities AG
Switzerland
$114K -$25.6K -231 -19%
EPW
804
Evergreen Private Wealth
Colorado
$109K -$7.31K -66 -7%
CT
805
Clearstead Trust
Maine
$106K +$68.9K +622 +229%
SIM
806
Sentry Investment Management
Wisconsin
$103K – – –
MSE
807
MUFG Securities EMEA
United Kingdom
$99.1K +$93.1K +840 New
FC
808
Family CFO
California
$97.7K – – –
AA
809
Addison Advisors
Vermont
$96.2K -$61.1K -551 -40%
PAG
810
Paladin Advisory Group
Iowa
$95.6K – – –
BG
811
Bellevue Group
Switzerland
$95.1K – – –
GM
812
GeoWealth Management
Illinois
$92.2K +$15K +135 +21%
OL
813
OneFund LLC
Florida
$90K +$84.7K +764 New
OIAM
814
OFI Invest Asset Management
France
$88.8K +$39.2K +354 +67%
DIP
815
DT Investment Partners
Pennsylvania
$87K – – –
PFBT
816
Parkside Financial Bank & Trust
Missouri
$85.4K +$4.21K +38 +6%
FFL
817
Financial Freedom LLC
Ohio
$83.2K – – –
CFO
818
CVA Family Office
Colorado
$82.3K +$21.4K +193 +38%
WB
819
Webster Bank
Connecticut
$81.5K – – –
OP
820
Oslo Pensjonsforsikring
$81.5K +$41.7K +376 +119%
AUB
821
Atlantic Union Bankshares
Virginia
$80.2K +$75.4K +680 New
GTAM
822
Global Trust Asset Management
Florida
$80.2K +$554 +5 +0.7%
TWD
823
True Wealth Design
Ohio
$78.6K +$71.7K +647 +3,405%
QL
824
Quarry LP
New York
$77.9K -$62.6K -565 -46%
GPI
825
General Partner Inc
Pennsylvania
$74.9K – – –
31 32
33
34 35