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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1001
Winnow Wealth
Texas
$1.06K +$404 +3 +43%
VWA
1002
Valued Wealth Advisors
Utah
$1.05K – – –
PMAM
1003
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
WCM
1004
WealthTrak Capital Management
Virginia
$936 -$2.29K -17 -68%
AP
1005
Aspect Partners
Virginia
$936 – – –
KFI
1006
Key Financial Inc
Pennsylvania
$936 – – –
GP
1007
Greenline Partners
New York
$936 +$1.08K +8 New
CAC
1008
Core Alternative Capital
Georgia
$819 – – –
BFS
1009
Bare Financial Services
Pennsylvania
$819 +$943 +7 New
CWA
1010
Carolina Wealth Advisors
South Carolina
$702 – – –
BHWM
1011
Bay Harbor Wealth Management
Maryland
$701 +$809 +6 New
KA
1012
Kozak & Associates
Colorado
$636 – – –
WWM
1013
Wolff Wiese Magana
California
$585 – – –
CA
1014
Continuum Advisory
Idaho
$468 -$9.84K -73 -95%
PWM
1015
Parkworth Wealth Management
California
$468 – – –
DWM
1016
Dogwood Wealth Management
Kansas
$468 +$539 +4 New
BMC
1017
Bear Mountain Capital
Washington
$432 +$539 +4 New
NL
1018
NVWM LLC
Pennsylvania
$351 -$135 -1 -25%
TSMHT
1019
Thurston Springer Miller Herd & Titak
Indiana
$350 +$404 +3 New
HCP
1020
Hexagon Capital Partners
Arkansas
$234 -$3.1K -23 -92%
PWMG
1021
Private Wealth Management Group
New Jersey
$234 -$1.62K -12 -86%
CAWM
1022
Capital A Wealth Management
Pennsylvania
$234 -$809 -6 -75%
HIA
1023
HFM Investment Advisors
New Jersey
$234 +$270 +2 New
MSWM
1024
Mowery & Schoenfeld Wealth Management
Illinois
$8 -$6.33K -47 Closed
ICP
1025
Ilex Capital Partners
United Kingdom
– -$34.5M -256,972 Closed
39 40
41
42 43