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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
576
Keudell/Morrison Wealth Management
Oregon
$333K – – –
PAS
577
Park Avenue Securities
New York
$333K +$34.8K +238 +12%
BCM
578
Bluefin Capital Management
New York
$330K +$332K +2,270 New
OFA
579
Oak Family Advisors
Illinois
$329K +$331K +2,263 New
IA
580
IndexIQ Advisors
New York
$328K +$9.36K +64 +3%
AIA
581
Angeles Investment Advisors
California
$327K +$329K +2,250 New
FANJ
582
Financial Architects (New Jersey)
New Jersey
$324K +$326K +2,227 New
GFP
583
Gryphon Financial Partners
Ohio
$315K +$318K +2,170 New
TI
584
Trexquant Investment
Connecticut
$314K -$1.46M -9,957 -82%
CWA
585
Canvas Wealth Advisors
Kansas
$314K +$3.66K +25 +1%
CAN
586
Cetera Advisor Networks
California
$314K +$17.4K +119 +6%
CAM
587
Cresset Asset Management
Illinois
$314K +$29.4K +201 +10%
GCA
588
Genesee Capital Advisors
New York
$314K +$316K +2,161 New
OIA
589
OneDigital Investment Advisors
Kansas
$310K +$32.6K +223 +12%
DMBA
590
Deseret Mutual Benefit Administrators
Utah
$310K +$183K +1,251 +142%
VAS
591
Vestmark Advisory Solutions
Massachusetts
$308K +$310K +2,118 New
FSA
592
Franklin Street Advisors
North Carolina
$306K – – –
GDP
593
Great Diamond Partners
Maine
$301K -$3.37K -23 -1%
SLA
594
Silver Lake Advisory
Utah
$300K – – –
CF
595
Centaurus Financial
California
$300K +$4.97K +34 +2%
NIM
596
NuWave Investment Management
New Jersey
$299K +$213K +1,455 +241%
HBT
597
Hills Bank & Trust
Iowa
$297K – – –
CCP
598
Corient Capital Partners
California
$295K +$24K +164 +9%
FMLI
599
Fukoku Mutual Life Insurance
Japan
$294K +$46.8K +320 +19%
BI
600
Ballast Inc
Kentucky
$292K – – –
22 23
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