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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
576
Simplicity Solutions
Minnesota
$276K +$4K +29 +1%
BFG
577
Bleakley Financial Group
New Jersey
$276K +$4.14K +30 +2%
BG
578
Bellevue Group
Switzerland
$273K +$148K +1,072 +123%
CT
579
Clearstead Trust
Maine
$273K +$414 +3 +0.2%
MCM
580
Mill Capital Management
North Carolina
$272K – – –
GA
581
Greenspring Advisors
Maryland
$270K -$187K -1,354 -41%
KWM
582
Kingsview Wealth Management
Oregon
$270K -$1.34M -9,721 -84%
SAM
583
S.A. Mason
Michigan
$269K – – –
SWM
584
Spire Wealth Management
Virginia
$268K -$2.21K -16 -0.8%
VIA
585
Vident Investment Advisory
Georgia
$265K -$1.18M -8,586 -82%
FFM
586
Forum Financial Management
Illinois
$258K +$4.41K +32 +2%
SI
587
Scharf Investments
California
$256K – – –
AIA
588
Angeles Investment Advisors
California
$256K – – –
CGL
589
Clarius Group LLC
Washington
$255K +$2.34K +17 +0.9%
I
590
InceptionR
California
$254K +$249K +1,806 New
MCM
591
MAI Capital Management
Ohio
$253K -$216K -1,567 -46%
DWT
592
Dorsey & Whitney Trust
South Dakota
$252K +$49.5K +359 +25%
HBT
593
Hills Bank & Trust
Iowa
$252K – – –
PA
594
Profund Advisors
Maryland
$248K +$8.55K +62 +4%
BI
595
Ballast Inc
Kentucky
$248K – – –
EWM
596
Evermay Wealth Management
Virginia
$247K -$138 -1 -0.1%
APWA
597
Atlas Private Wealth Advisors
New Jersey
$245K +$241K +1,746 New
EHWM
598
Eads & Heald Wealth Management
Georgia
$245K -$4.14K -30 -2%
LG
599
Lane Generational
Massachusetts
$245K -$6.62K -48 -3%
ZF
600
Zhang Financial
Michigan
$244K – – –
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