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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
651
Avalon Capital Management
California
$337K +$314K +1,768 New
DWT
652
Dorsey & Whitney Trust
South Dakota
$335K – – –
LG
653
Lane Generational
Massachusetts
$332K – – –
LFA
654
Legacy Financial Advisors
Kentucky
$330K -$11.5K -65 -4%
RWA
655
River Wealth Advisors
Pennsylvania
$328K +$710 +4 +0.2%
NAS
656
Nicolet Advisory Services
Wisconsin
$327K -$186K -1,048 -37%
BI
657
Ballast Inc
Kentucky
$326K – – –
BTI
658
Blue Trust Inc
Georgia
$326K -$17.9K -101 -6%
RFC
659
Regions Financial Corp
Alabama
$325K +$26.6K +150 +10%
GF
660
Gabelli Funds
New York
$324K +$17.7K +100 +6%
MYIA
661
Mount Yale Investment Advisors
Colorado
$324K -$246K -1,387 -45%
SI
662
Severin Investments
Missouri
$323K +$2.66K +15 +0.9%
DC
663
Davenport & Co
Virginia
$322K +$3.19K +18 +1%
HH
664
Hilltop Holdings
Texas
$322K +$16.7K +94 +6%
RCAG
665
Rehmann Capital Advisory Group
Michigan
$317K -$45.4K -256 -13%
S
666
SignatureFD
Georgia
$313K -$23.1K -130 -7%
AF
667
Allworth Financial
California
$313K +$21.5K +121 +8%
SL
668
Summitry LLC
California
$313K +$291K +1,640 New
SL
669
SWMG LLC
Texas
$311K +$302K +1,700 New
GWP
670
Gen-Wealth Partners
Michigan
$311K -$11.7K -66 -4%
WT
671
Washington Trust
Rhode Island
$311K +$290K +1,634 New
BHCM
672
Brevan Howard Capital Management
Jersey
$311K +$83.6K +471 +41%
MCM
673
Mill Capital Management
North Carolina
$309K – – –
BC
674
Bayforest Capital
United Kingdom
$309K +$287K +1,619 New
SCA
675
Snowden Capital Advisors
New York
$308K -$13.7K -77 -5%
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