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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
501
Advisory Services Network
Georgia
$12K – – –
VCM
502
Versant Capital Management
Arizona
$12K +$11.8K +176 New
MFW
503
Mosaic Family Wealth
Missouri
$11K +$10.8K +160 New
FPFS
504
First Personal Financial Services
North Carolina
$10K – – –
S
505
SignatureFD
Georgia
$10K +$7.93K +118 +536%
FCCM
506
First City Capital Management
Georgia
$9.82K – – –
SSB
507
Sandy Spring Bank
Maryland
$9K – – –
EWM
508
Evercore Wealth Management
New York
$7K – – –
FIB
509
First Interstate Bank
Montana
$7K – – –
JIC
510
Joel Isaacson & Co
New York
$7K +$67 +1 +1%
IWMPD
511
Integrated Wealth Management (Palm Desert)
California
$7K +$2.42K +36 +56%
GAM
512
Gemmer Asset Management
California
$7K +$2.76K +41 +80%
PCM
513
Penserra Capital Management
California
$7K +$6.32K +94 New
CFG
514
Citizens Financial Group
Rhode Island
$7K +$6.59K +98 New
AWMS
515
Advocacy Wealth Management Services
Georgia
$7K +$6.72K +100 New
PFS
516
Physicians Financial Services
North Carolina
$7K +$6.72K +100 New
CB
517
Community Bank
New York
$7K +$7.06K +105 New
TFO
518
Tarbox Family Office
California
$6K – – –
CHP
519
Cable Hill Partners
Oregon
$6K +$1.48K +22 +44%
CTB
520
Country Trust Bank
Illinois
$5K -$1.48K -22 -25%
FAM
521
Formidable Asset Management
Ohio
$5K – – –
ADL
522
Asset Dedication LLC
California
$5K +$5.04K +75 New
AFP
523
Ausdal Financial Partners
Iowa
$5K +$5.04K +75 New
LWM
524
Lenox Wealth Management
Ohio
$4K -$3.56K -53 -49%
PCM
525
Prelude Capital Management
New York
$4K +$3.36K +50 New
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