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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
651
Diversified Trust
Tennessee
$233K +$214K +1,491 New
BJL
652
Brighton Jones LLC
Washington
$233K +$214K +1,489 New
PCM
653
Perkins Capital Management
Minnesota
$231K +$212K +1,475 New
WOSD
654
WFA of San Diego
California
$231K +$212K +1,474 New
IC
655
IEQ Capital
California
$231K -$94.1K -655 -31%
BAM
656
Belpointe Asset Management
Nevada
$230K +$11.6K +81 +6%
ST
657
Smithfield Trust
Pennsylvania
$228K – – –
CFGS
658
Concourse Financial Group Securities
Alabama
$228K -$4.17K -29 -2%
FANJ
659
Financial Architects (New Jersey)
New Jersey
$228K +$209K +1,455 New
PC
660
Prairiewood Capital
North Dakota
$226K +$208K +1,444 New
SPWM
661
Spartan Planning & Wealth Management
North Carolina
$225K +$207K +1,441 New
HWA
662
Heritage Wealth Advisors
Virginia
$225K – – –
WI
663
Wahed Invest
New York
$225K +$16.7K +116 +9%
CI
664
Cigna Investments
Connecticut
$225K +$207K +1,441 New
DWT
665
Dorsey & Whitney Trust
South Dakota
$225K -$51.4K -358 -20%
CA
666
Claro Advisors
Massachusetts
$224K +$206K +1,432 New
LSPW
667
Lake Street Private Wealth
Illinois
$223K +$205K +1,425 New
WW
668
Westshore Wealth
California
$221K +$203K +1,413 New
WKWM
669
Walter & Keenan Wealth Management
Indiana
$220K +$202K +1,407 New
WTC
670
WhitTier Trust Company
Nevada
$220K – – –
HC
671
HNP Capital
New York
$219K +$201K +1,400 New
SSWM
672
Smith Salley Wealth Management
North Carolina
$219K +$201K +1,400 New
VRM
673
Vectors Research Management
New York
$219K +$201K +1,400 New
BCM
674
Brookstone Capital Management
Illinois
$218K +$201K +1,400 New
CCM
675
Cullen Capital Management
New York
$217K +$199K +1,386 New
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