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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
OF
601
Optimize Financial
California
$440K +$410K +2,311 New
CFO
602
Callan Family Office
Pennsylvania
$440K -$202K -1,138 -33%
WP
603
WealthShield Partners
North Carolina
$439K – – –
TI
604
TrueMark Investments
Illinois
$439K +$408K +2,301 New
FHA
605
Flagship Harbor Advisors
Massachusetts
$434K +$2.66K +15 +0.7%
FIA
606
Foundations Investment Advisors
Arizona
$433K -$9.05K -51 -2%
TNB
607
Thomasville National Bank
Georgia
$433K – – –
RLH
608
RD Lewis Holdings
Florida
$430K -$53.2K -300 -12%
RCM
609
Requisite Capital Management
Texas
$429K +$399K +2,249 New
QCG
610
Quadrant Capital Group
Ohio
$428K +$5.32K +30 +1%
MC
611
Moors & Cabot
Massachusetts
$424K +$395K +2,225 New
CTC
612
Central Trust Company
Missouri
$420K -$16.9K -95 -4%
EFI
613
EHP Funds Inc
Canada
$419K – – –
AAMU
614
APG Asset Management US
New York
$419K – – –
MSE
615
MUFG Securities EMEA
United Kingdom
$408K +$322K +1,813 +554%
SWP
616
Sagespring Wealth Partners
Tennessee
$402K +$61.9K +349 +20%
S
617
SimplyRich
California
$400K -$532 -3 -0.1%
AC
618
AXQ Capital
New Jersey
$394K +$164K +922 +81%
CCG
619
Cypress Capital Group
Florida
$390K +$8.52K +48 +2%
FPW
620
Fairvoy Private Wealth
Alabama
$390K +$363K +2,044 New
HSA
621
HBK Sorce Advisory
Pennsylvania
$389K -$92.3K -520 -20%
SWM
622
SeaCrest Wealth Management
New York
$388K +$4.26K +24 +1%
DADC
623
D.A. Davidson & Co
Montana
$388K +$163K +916 +82%
GWA
624
Gratus Wealth Advisors
Virginia
$387K +$3.02K +17 +0.8%
HIC
625
Holderness Investments Company
North Carolina
$381K – – –
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