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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
751
Viewpoint Capital Management
Washington
$216K – – –
WBCM
752
Wilson & Boucher Capital Management
California
$216K – – –
OWA
753
One Wealth Advisors
California
$216K +$208K +1,200 New
FAT
754
First American Trust
California
$215K +$174 +1 +0.1%
TAM
755
Townsend Asset Management
North Carolina
$215K – – –
PWP
756
Phillips Wealth Planners
Mississippi
$212K +$213K +1,227 New
WS
757
Wedbush Securities
California
$211K -$28.7K -165 -12%
GL
758
Graypoint LLC
New York
$209K +$202K +1,162 New
BHCM
759
Brevan Howard Capital Management
Jersey
$208K +$201K +1,160 New
PCTC
760
Perkins Coie Trust Company
Washington
$207K – – –
QWM
761
Quadcap Wealth Management
Texas
$207K +$200K +1,152 New
IPWA
762
International Private Wealth Advisors
California
$207K -$18.1K -104 -8%
CSP
763
Cary Street Partners
Virginia
$206K -$63.6K -366 -24%
CFG
764
Citizens Financial Group
Rhode Island
$206K +$199K +1,145 New
AC
765
AXQ Capital
New Jersey
$205K -$739K -4,254 -79%
MCAI
766
Members Capital Advisors Inc
Wisconsin
$205K – – –
GWM
767
Geneos Wealth Management
Colorado
$204K +$33.7K +194 +21%
WFAG
768
Wescott Financial Advisory Group
Pennsylvania
$203K +$197K +1,132 New
DADC
769
D.A. Davidson & Co
Montana
$201K +$194K +1,118 New
KWM
770
KFG Wealth Management
Indiana
$200K +$194K +1,115 New
JGUA
771
John G. Ullman & Associates
New York
$200K +$193K +1,114 New
LS
772
Livforsakringsbolaget Skandia
Sweden
$195K – – –
CSPIA
773
Cary Street Partners Investment Advisory
Virginia
$193K +$6.95K +40 +4%
CFB
774
Cullen/Frost Bankers
Texas
$193K +$2.95K +17 +2%
PTC
775
Private Trust Company
Ohio
$193K +$4K +23 +2%
29 30
31
32 33