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Quest Diagnostics

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
551
Kingswood Wealth Advisors
California
$304K -$193K -1,466 -40%
Axa
552
Axa
France
$304K -$168K -1,277 -37%
AAS
553
Avantax Advisory Services
Texas
$299K +$5K +38 +2%
IAN
554
Integrated Advisors Network
Texas
$297K +$34K +259 +14%
DWM
555
Dakota Wealth Management
Florida
$294K -$43.6K -332 -13%
EF
556
Empowered Funds
Pennsylvania
$294K +$29.8K +227 +12%
HIC
557
Holderness Investments Company
North Carolina
$290K +$276K +2,100 New
BFG
558
Bleakley Financial Group
New Jersey
$288K +$32.1K +244 +13%
SS
559
Simplicity Solutions
Minnesota
$288K +$32.1K +244 +13%
CA
560
Clearstead Advisors
Ohio
$286K +$4.08K +31 +2%
GC
561
Globeflex Capital
California
$283K
AWS
562
Atria Wealth Solutions
New York
$281K +$1.97K +15 +0.7%
GSEP
563
Golden State Equity Partners
California
$281K +$33K +251 +14%
I
564
InceptionR
California
$279K +$266K +2,023 New
MIM
565
Morningstar Investment Management
Illinois
$275K -$1.58K -12 -0.6%
NAS
566
Nicolet Advisory Services
Wisconsin
$273K +$253K +1,923 New
Walleye Trading
567
Walleye Trading
New York
$272K -$6.12M -46,583 -96%
RWA
568
River Wealth Advisors
Pennsylvania
$271K
WA
569
Waverly Advisors
Alabama
$270K -$394 -3 -0.2%
PI
570
Putnam Investments
Massachusetts
$268K -$3.81K -29 -1%
CT
571
Clearstead Trust
Maine
$268K +$394 +3 +0.2%
C
572
Covestor
United Kingdom
$265K +$11.8K +90 +5%
PA
573
Profund Advisors
Maryland
$265K +$24.3K +185 +11%
SCM
574
Schnieders Capital Management
California
$265K
GA
575
Greenspring Advisors
Maryland
$264K