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Quest Diagnostics

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
526
ClearBridge Investments
New York
$15K
UFA
527
US Financial Advisors
Massachusetts
$15K +$14.3K +200 New
PRS
528
Pinkerton Retirement Specialists
Idaho
$13K -$3.94K -55 -23%
FPFS
529
First Personal Financial Services
North Carolina
$11K
EWM
530
Evercore Wealth Management
New York
$8K
JIC
531
Joel Isaacson & Co
New York
$8K
LWM
532
Lenox Wealth Management
Ohio
$8K
SHJ
533
Sharkey, Howes & Javer
Colorado
$8K +$7.16K +100 New
ASN
534
Advisory Services Network
Georgia
$7K
LNB
535
Ledyard National Bank
$7K +$6.59K +92 New
RPG
536
Risk Paradigm Group
Texas
$6.3K +$5.87K +82 New
FAM
537
Formidable Asset Management
Ohio
$6K
TFO
538
Tarbox Family Office
California
$6K
GAM
539
Gemmer Asset Management
California
$6K +$1.86K +26 +51%
IC
540
Intersect Capital
California
$5K
KT
541
Kanaly Trust
Texas
$5K +$4.58K +64 New
WA
542
WFG Advisors
Texas
$4K -$33.8K -472 -89%
BAM
543
Bruderman Asset Management
New York
$4K +$4.15K +58 New
IWMPD
544
Integrated Wealth Management (Palm Desert)
California
$4K +$4.58K +64 New
GI
545
Gradient Investments
Minnesota
$3K
ZB
546
Zions Bancorporation
Utah
$3K +$2.87K +40 New
TDC
547
Thompson Davis & Co
Virginia
$2K -$286 -4 -14%
CAW
548
Cornerstone Advisors (Washington)
Washington
$2K
CPIG
549
Chicago Partners Investment Group
Illinois
$2K +$286 +4 +17%
VIA
550
Vantage Investment Advisors
Pennsylvania
$2K +$2.15K +30 New