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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
551
Essex Financial Services
Connecticut
$318K +$290K +2,119 New
GCA
552
Genesee Capital Advisors
New York
$318K +$1.78K +13 +0.6%
KMWM
553
Keudell/Morrison Wealth Management
Oregon
$316K – – –
WP
554
WealthShield Partners
North Carolina
$315K – – –
CTC
555
Central Trust Company
Missouri
$314K -$18.2K -133 -5%
AWM
556
AE Wealth Management
Kansas
$313K +$313K +2,284 New
OAM
557
Oppenheimer Asset Management
New York
$308K +$8.22K +60 +3%
GSEP
558
Golden State Equity Partners
California
$308K +$309K +2,253 New
WIA
559
World Investment Advisors
California
$306K +$43.1K +315 +16%
RFC
560
Regions Financial Corp
Alabama
$303K -$146K -1,068 -33%
NAM
561
NorthCrest Asset Manangement
Minnesota
$303K +$1.78K +13 +0.6%
RA
562
Ransom Advisory
Rhode Island
$301K -$27.4K -200 -8%
HT
563
Headlands Technologies
Illinois
$300K +$144K +1,048 +91%
BFM
564
Boothbay Fund Management
New York
$295K +$295K +2,157 New
WWS
565
Wellington Wealth Strategies
Indiana
$294K +$294K +2,149 New
IAN
566
Integrated Advisors Network
Texas
$291K -$4.11K -30 -1%
LNWWM
567
Laird Norton Wetherby Wealth Management
California
$286K +$38.1K +278 +15%
CIA
568
Concurrent Investment Advisors
Florida
$283K +$12.9K +94 +5%
MFG
569
Merit Financial Group
Georgia
$282K -$595K -4,346 -68%
CA
570
Clearstead Advisors
Ohio
$280K -$3.56K -26 -1%
BPA
571
Beacon Pointe Advisors
California
$277K -$164K -1,201 -37%
CCFCSB
572
Cape Cod Five Cents Savings Bank
Massachusetts
$276K -$48.9K -357 -15%
GFP
573
Gryphon Financial Partners
Ohio
$276K +$5.07K +37 +2%
HIC
574
Holderness Investments Company
North Carolina
$274K -$13.7K -100 -5%
MIM
575
Morningstar Investment Management
Illinois
$273K – – –
21 22
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