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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
851
Independent Financial Group
California
$211K +$193K +1,587 New
GA
852
Greenspring Advisors
Maryland
$210K +$193K +1,582 New
5NPW
853
55 North Private Wealth
Florida
$210K +$193K +1,580 New
MAWA
854
Moss Adams Wealth Advisors
Washington
$209K +$192K +1,574 New
IAA
855
Independent Advisor Alliance
North Carolina
$207K -$26.8K -220 -12%
SDIC
856
South Dakota Investment Council
South Dakota
$206K – – –
DAS
857
Dynamic Advisor Solutions
Arizona
$206K +$189K +1,549 New
LS
858
Livforsakringsbolaget Skandia
Sweden
$204K – – –
WW
859
Waterfront Wealth
Kansas
$203K +$185K +1,515 New
KC
860
Knuff & Co
California
$203K +$186K +1,525 New
EHC
861
Everett Harris & Co
California
$202K +$185K +1,520 New
LIM
862
Leavell Investment Management
Alabama
$202K +$185K +1,517 New
TCMP
863
Thrive Capital Management (Pennsylvania)
Pennsylvania
$202K +$185K +1,517 New
BWG
864
Beta Wealth Group
California
$201K +$184K +1,513 New
SFG
865
SNS Financial Group
Minnesota
$201K +$184K +1,511 New
TWD
866
True Wealth Design
Ohio
$197K +$27.2K +223 +18%
CA
867
Clearstead Advisors
Ohio
$191K -$112K -922 -39%
WSFS
868
Wilmington Savings Fund Society
Delaware
$178K +$366 +3 +0.2%
FDCP
869
Foster Dykema Cabot & Partners
Massachusetts
$176K – – –
CFM
870
Compass Financial Management
Florida
$172K +$158K +1,297 New
SS
871
SBI Securities
Japan
$169K -$16K -131 -9%
TLCM
872
Twin Lakes Capital Management
California
$166K – – –
BTI
873
Blue Trust Inc
Georgia
$162K -$39.4K -323 -21%
OC
874
Oakworth Capital
Alabama
$162K – – –
SC
875
SouthState Corp
Florida
$156K +$1.46K +12 +1%
33 34
35
36 37