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Keysight

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
601
Camelot Technology Advisors
California
$264K – – –
MCM
602
Marathon Capital Management
Maryland
$264K – – –
DWP
603
Daymark Wealth Partners
Ohio
$263K -$460K -3,151 -62%
PWG
604
Portside Wealth Group
Utah
$261K -$15.3K -105 -5%
TWM
605
Trueblood Wealth Management
Ohio
$261K – – –
IFU
606
iSAM Funds (UK)
United Kingdom
$259K +$277K +1,895 New
CF
607
Convergence Financial
Missouri
$257K +$274K +1,877 New
NG
608
Norden Group
Utah
$256K -$106K -728 -28%
CP
609
Covenant Partners
Tennessee
$255K – – –
PA
610
Parallel Advisors
California
$253K -$31.3K -214 -10%
MIM
611
Montgomery Investment Management
Maryland
$253K – – –
CI
612
Cigna Investments
Connecticut
$252K – – –
AIM
613
Athena Investment Management
California
$250K +$2.05K +14 +0.8%
TA
614
TFB Advisors
Kansas
$249K +$21.2K +145 +9%
EWA
615
EverSource Wealth Advisors
Alabama
$248K -$1.02K -7 -0.4%
AP
616
Americana Partners
Texas
$245K – – –
LWAM
617
Legacy Wealth Asset Management
Minnesota
$245K +$5.41K +37 +2%
A
618
AJOVista
Massachusetts
$241K – – –
ONB
619
Old National Bancorp
Indiana
$241K +$257K +1,759 New
AWM
620
AE Wealth Management
Kansas
$238K -$19K -130 -7%
CB
621
Chris Bulman
California
$237K +$254K +1,735 New
CP
622
Capital Planning
Washington
$234K – – –
AT
623
Avalon Trust
New Mexico
$232K -$409K -2,800 -62%
S
624
SimplyRich
California
$232K – – –
WRPWM
625
Werba Rubin Papier Wealth Management
California
$232K +$247K +1,693 New