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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
626
Commonwealth Financial Services
West Virginia
$355K -$29.9K -182 -8%
S
627
SimplyRich
California
$355K – – –
AFG
628
Allegheny Financial Group
Pennsylvania
$355K +$344K +2,097 New
JG
629
Jain Global
New York
$355K -$1.81M -11,028 -84%
CIA
630
Concurrent Investment Advisors
Florida
$354K -$20.9K -127 -6%
AA
631
ALPS Advisors
Colorado
$350K +$340K +2,070 New
AWS
632
Atria Wealth Solutions
New York
$350K -$166K -1,008 -33%
KPWS
633
Kestra Private Wealth Services
Texas
$349K +$113K +689 +50%
CA
634
Clearstead Advisors
Ohio
$347K +$821 +5 +0.2%
MYIA
635
Mount Yale Investment Advisors
Colorado
$345K +$335K +2,037 New
EFM
636
E Fund Management
China
$343K -$55.2K -336 -14%
GSC
637
Ground Swell Capital
South Carolina
$340K +$330K +2,010 New
CCG
638
Cypress Capital Group
Florida
$338K -$31.2K -190 -9%
HIC
639
Holderness Investments Company
North Carolina
$338K – – –
PP
640
Paloma Partners
Connecticut
$337K +$327K +1,993 New
BMCM
641
Bryn Mawr Capital Management
Pennsylvania
$337K +$327K +1,991 New
GFP
642
Gryphon Financial Partners
Ohio
$333K +$1.64K +10 +0.5%
MSA
643
MUFG Securities Americas
New York
$332K +$52.1K +317 +19%
MMA
644
Miracle Mile Advisors
California
$331K +$5.09K +31 +2%
SLA
645
Silver Lake Advisory
Utah
$326K +$1.48K +9 +0.5%
GA
646
Greenspring Advisors
Maryland
$325K – – –
TC
647
Truvestments Capital
Florida
$324K -$83.8K -510 -21%
MPM
648
MBB Public Markets
Illinois
$323K +$314K +1,909 New
SAM
649
S.A. Mason
Michigan
$321K – – –
HIMS
650
Hager Investment Management Services
New Hampshire
$321K -$25.3K -154 -8%
24 25
26
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