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Agilent Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1026
Private Wealth Management Group
New Jersey
$2.08K +$274 +2 +17%
NICM
1027
Neo Ivy Capital Management
New York
$2K +$1.64K +12 New
NL
1028
NVWM LLC
Pennsylvania
$1.93K +$1.23K +9 +225%
TC
1029
Truvestments Capital
Florida
$1.78K +$1.64K +12 New
RAM
1030
Riggs Asset Management
Pennsylvania
$1.63K +$1.23K +9 +450%
PCWA
1031
Pacific Capital Wealth Advisors
California
$1.63K +$1.51K +11 New
MA
1032
MCF Advisors
Kentucky
$1.49K – – –
TWD
1033
True Wealth Design
Ohio
$1.49K +$274 +2 +25%
1IA
1034
1620 Investment Advisors
Massachusetts
$1.36K +$1.23K +9 New
VWA
1035
Valued Wealth Advisors
Utah
$1.34K +$1.23K +9 New
AP
1036
Aspect Partners
Virginia
$1.19K – – –
GFPC
1037
Global Financial Private Client
Florida
$1.19K – – –
KFI
1038
Key Financial Inc
Pennsylvania
$1.19K +$548 +4 +100%
CAC
1039
Core Alternative Capital
Georgia
$1.04K – – –
PMAM
1040
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.09K +8 New
CWA
1041
Carolina Wealth Advisors
South Carolina
$891 +$821 +6 New
KA
1042
Kozak & Associates
Colorado
$838 – – –
WWM
1043
Wolff Wiese Magana
California
$743 – – –
JFG
1044
JDM Financial Group
Texas
$742 +$685 +5 New
CAM
1045
ClariVest Asset Management
California
$654 – – –
WA
1046
WestEnd Advisors
North Carolina
$445 -$137 -1 -25%
FG
1047
Fairman Group
Pennsylvania
$445 – – –
RS
1048
Rakuten Securities
Japan
$445 – – –
CWP
1049
Concord Wealth Partners
Virginia
$297 +$274 +2 New
FPFS
1050
First Personal Financial Services
North Carolina
$149 +$137 +1 New
40 41
42
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