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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
826
Cercano Management
Washington
$227K – – –
FZCM
827
Flynn Zito Capital Management
New York
$226K -$85.5K -595 -26%
PCM
828
Parsons Capital Management
Rhode Island
$225K +$9.34K +65 +4%
CAM
829
Congress Asset Management
Massachusetts
$224K +$236K +1,643 New
CPA
830
Capital Planning Advisors
California
$223K +$3.45K +24 +1%
DWP
831
Daymark Wealth Partners
Ohio
$222K +$235K +1,634 New
NP
832
NorthRock Partners
Minnesota
$222K -$746K -5,189 -76%
SIA
833
SeaBridge Investment Advisors
New Jersey
$221K – – –
FMLI
834
Fukoku Mutual Life Insurance
Japan
$220K -$40.4K -281 -15%
DIM
835
Delta Investment Management
California
$219K – – –
CW
836
CreativeOne Wealth
Kansas
$219K +$231K +1,608 New
DWM
837
Diversify Wealth Management
Utah
$218K +$214K +1,491 New
BHC
838
Bowen Hanes & Co
Florida
$218K – – –
PA
839
ProCore Advisors
California
$217K +$230K +1,597 New
PPWP
840
Premier Path Wealth Partners
New Jersey
$216K +$228K +1,589 New
WP
841
Woodline Partners
California
$215K -$47.3M -328,953 -100%
SCM
842
Shelton Capital Management
Colorado
$215K – – –
QWM
843
Quadcap Wealth Management
Texas
$212K +$224K +1,560 New
IFG
844
Independent Financial Group
California
$212K +$224K +1,557 New
DAS
845
Dynamic Advisor Solutions
Arizona
$211K +$223K +1,551 New
SDIC
846
South Dakota Investment Council
South Dakota
$211K -$28.7K -200 -11%
EHWM
847
Eads & Heald Wealth Management
Georgia
$211K -$14.5K -101 -6%
CI
848
Conning Inc
Connecticut
$211K -$55.8K -388 -20%
QL
849
Quarry LP
New York
$210K +$193K +1,342 +658%
BTI
850
Blue Trust Inc
Georgia
$210K -$22K -153 -9%
32 33
34
35 36