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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$232K -$16.5K -124 -6%
BFS
577
Bradley Foster & Sargent
Connecticut
$232K – – –
SAM
578
S.A. Mason
Michigan
$232K – – –
IAN
579
Integrated Advisors Network
Texas
$231K -$12.8K -96 -5%
KWM
580
Kingsview Wealth Management
Oregon
$226K -$7.99K -60 -3%
BFG
581
Bleakley Financial Group
New Jersey
$225K -$15.7K -118 -6%
SS
582
Simplicity Solutions
Minnesota
$225K -$15.7K -118 -6%
FFM
583
Forum Financial Management
Illinois
$224K – – –
C
584
Covestor
United Kingdom
$223K +$24.2K +182 +11%
MBT
585
Montecito Bank & Trust
California
$222K +$30K +225 +14%
AIA
586
Angeles Investment Advisors
California
$222K – – –
SCM
587
Stevens Capital Management
Pennsylvania
$221K +$241K +1,810 New
SWM
588
SeaCrest Wealth Management
New York
$219K -$30.8K -231 -11%
HBT
589
Hills Bank & Trust
Iowa
$218K -$533 -4 -0.2%
CWA
590
Canvas Wealth Advisors
Kansas
$218K -$33.8K -254 -13%
GSEP
591
Golden State Equity Partners
California
$217K +$27.3K +205 +13%
CANY
592
Caxton Associates (New York)
New York
$216K +$236K +1,773 New
BFM
593
Boothbay Fund Management
New York
$215K +$236K +1,768 New
MAS
594
Meeder Advisory Services
Ohio
$215K -$44K -330 -16%
EWM
595
Evermay Wealth Management
Virginia
$214K +$266 +2 +0.1%
SI
596
Scharf Investments
California
$214K -$8.66K -65 -4%
WI
597
Wahed Invest
New York
$214K +$21.3K +160 +10%
APWA
598
Atlas Private Wealth Advisors
New Jersey
$213K – – –
LG
599
Lane Generational
Massachusetts
$212K – – –
KPWS
600
Kestra Private Wealth Services
Texas
$212K +$232K +1,740 New
22 23
24
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