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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1001
Jackson Grant Investment Advisers
Connecticut
$13.3K – – –
IFWM
1002
Institute for Wealth Management
Colorado
$13.3K +$12.2K +100 New
SC
1003
Stance Capital
Massachusetts
$13.3K +$12.2K +100 New
TCM
1004
Triumph Capital Management
Colorado
$13.2K – – –
LI
1005
LRI Investments
Florida
$12.5K +$2.19K +18 +24%
JWM
1006
JPL Wealth Management
Colorado
$12.1K +$4.75K +39 +75%
IWM
1007
IMG Wealth Management
Florida
$12.1K +$4.02K +33 +57%
AW
1008
Avion Wealth
Texas
$12K +$4.87K +40 +73%
SRCM
1009
Signature Resources Capital Management
California
$12K – – –
GXJ
1010
Global X Japan
Japan
$11.8K +$731 +6 +7%
HIA
1011
Highland Investment Advisors
Florida
$11.7K +$10.7K +88 New
MAM
1012
Marquette Asset Management
Minnesota
$11.6K +$7.07K +58 +200%
KAS
1013
Kemnay Advisory Services
New York
$11.6K -$3.17K -26 -23%
JGCM
1014
Joseph Group Capital Management
Ohio
$11.2K +$3.17K +26 +45%
CFM
1015
Cornerstone Financial Management
Massachusetts
$10.8K +$7.07K +58 +252%
APFP
1016
Action Point Financial Planning
Michigan
$10.6K +$9.87K +81 New
ANBT
1017
American National Bank & Trust
Texas
$10.6K – – –
PB
1018
Prosperity Bancshares
Texas
$10.1K – – –
SNB
1019
Security National Bank
Nebraska
$10.1K – – –
CFSG
1020
Community Financial Services Group
Vermont
$10K -$1.1K -9 -11%
MP
1021
McDonald Partners
Ohio
$9.96K +$9.14K +75 New
PWA
1022
Principia Wealth Advisory
Texas
$9.83K +$5.97K +49 +196%
QWM
1023
Quaker Wealth Management
New Jersey
$9.3K +$244 +2 +3%
BCM
1024
Boreal Capital Management
Florida
$9.05K – – –
WAG
1025
Wilkerson Advisory Group
Missouri
$9.03K -$4.87K -40 -37%
39 40
41
42 43