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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
826
Keebeck Wealth Management
Illinois
$226K +$207K +1,701 New
CAM
827
Cidel Asset Management
Ontario, Canada
$226K +$207K +1,702 New
CAM
828
Claret Asset Management
Quebec, Canada
$226K -$27.2K -223 -12%
CA
829
CSM Advisors
Pennsylvania
$226K +$207K +1,700 New
PCIA
830
Prime Capital Investment Advisors
Kansas
$225K +$207K +1,697 New
OP
831
Oslo Pensjonsforsikring
$225K – – –
GWP
832
Gateway Wealth Partners
Wisconsin
$224K -$79.7K -654 -28%
TFIPS
833
Towarzystwo Funduszy Inwestycyjnych PZU SA
$223K +$18.3K +150 +10%
RYIA
834
Roehl & Yi Investment Advisors
Oregon
$223K +$205K +1,680 New
CC
835
Courier Capital
New York
$223K +$205K +1,679 New
GBT
836
Grove Bank & Trust
Florida
$221K – – –
CM
837
Cercano Management
Washington
$221K +$203K +1,666 New
CCWM
838
Cassaday & Co Wealth Management
Virginia
$221K – – –
EWM
839
Evercore Wealth Management
New York
$221K +$203K +1,663 New
SWGC
840
Summit Wealth Group (Colorado)
Colorado
$219K +$201K +1,651 New
RFP
841
Root Financial Partners
California
$219K +$65.8K +540 +49%
CC
842
Centiva Capital
New York
$219K -$182K -1,496 -48%
QWM
843
Quadcap Wealth Management
Texas
$219K -$17.7K -145 -8%
TWM
844
Thrive Wealth Management
Pennsylvania
$218K +$200K +1,638 New
SIA
845
SeaBridge Investment Advisors
New Jersey
$216K +$198K +1,625 New
SP
846
Stonebrook Private
Michigan
$216K +$198K +1,624 New
CFP
847
Catalyst Financial Partners
Massachusetts
$215K +$197K +1,616 New
PC
848
PCB Capital
New Jersey
$215K +$197K +1,615 New
FMLI
849
Fukoku Mutual Life Insurance
Japan
$214K +$197K +1,614 New
GC
850
Grimes & Company
Massachusetts
$214K +$196K +1,612 New
32 33
34
35 36