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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
751
Prosperity Capital Advisors
Ohio
$308K -$3.92K -20 -1%
SW
752
SteelPeak Wealth
California
$306K +$13.3K +68 +5%
DCBT
753
Dakota Community Bank & Trust
North Dakota
$305K -$1.18K -6 -0.4%
WS
754
Wedbush Securities
California
$305K +$196 +1 +0.1%
FSA
755
Franklin Street Advisors
North Carolina
$303K – – –
HCM
756
Howard Capital Management
Georgia
$301K +$279K +1,421 New
EAN
757
Excelsior Advisor Network
Colorado
$300K +$22.4K +114 +9%
OWA
758
One Wealth Advisors
California
$298K +$3.73K +19 +1%
WA
759
WBH Advisory
Maryland
$297K – – –
PWM
760
Perigon Wealth Management
California
$296K -$7.46K -38 -3%
NB
761
Nicolet Bankshares
Wisconsin
$296K +$15.3K +78 +6%
RPCONE
762
Retirement Planning Company of New England
Rhode Island
$293K -$5.5K -28 -2%
MG
763
Mather Group
Illinois
$291K -$5.5K -28 -2%
TCOV
764
Trust Company of Vermont
Vermont
$288K +$267K +1,360 New
RMDI
765
R.M. Davis Inc
Maine
$285K – – –
HBT
766
Hills Bank & Trust
Iowa
$283K – – –
CNB
767
Camden National Bank
Maine
$283K -$11.2K -57 -4%
EAM
768
Eventide Asset Management
Massachusetts
$280K +$40K +204 +18%
WW
769
Westshore Wealth
California
$276K – – –
LCWP
770
Legacy Capital Wealth Partners
Arkansas
$276K -$102K -521 -29%
OFS
771
OneAscent Financial Services
Alabama
$276K -$4.51K -23 -2%
CCM
772
Check Capital Management
California
$276K – – –
BCM
773
Brookstone Capital Management
Illinois
$275K -$128K -654 -34%
TCIIS
774
TIAA-CREF Individual & Institutional Services
New York
$274K +$5.69K +29 +2%
MGIA
775
Moneta Group Investment Advisors
Missouri
$274K +$3.34K +17 +1%
29 30
31
32 33