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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
751
Valley Brook Capital Group
Pennsylvania
$229K – – –
VCM
752
Viewpoint Capital Management
Washington
$229K – – –
WBCM
753
Wilson & Boucher Capital Management
California
$229K – – –
TAM
754
Townsend Asset Management
North Carolina
$228K – – –
WJA
755
Willis Johnson & Associates
Texas
$227K +$212K +1,193 New
WT
756
Whittier Trust
California
$227K -$52.2K -294 -19%
PTC
757
Private Trust Company
Ohio
$225K +$18.3K +103 +10%
GS
758
GTS Securities
Florida
$224K +$208K +1,173 New
LSPW
759
Lake Street Private Wealth
Illinois
$222K +$207K +1,165 New
WS
760
Wedbush Securities
California
$221K -$2.84K -16 -1%
ICP
761
Interchange Capital Partners
Pennsylvania
$220K +$205K +1,157 New
FCG
762
Fielder Capital Group
Tennessee
$217K +$202K +1,140 New
OFS
763
OneAscent Financial Services
Alabama
$217K -$34.8K -196 -15%
TCM
764
Traynor Capital Management
Pennsylvania
$217K +$202K +1,139 New
VAS
765
Vestmark Advisory Solutions
Massachusetts
$216K -$1.45M -8,155 -88%
WFAG
766
Wescott Financial Advisory Group
Pennsylvania
$215K -$532 -3 -0.3%
AF
767
Advisornet Financial
Minnesota
$214K -$30.2K -170 -13%
PWP
768
Phillips Wealth Planners
Mississippi
$214K -$5.32K -30 -2%
CAM
769
Creekmur Asset Management
Illinois
$213K -$133K -750 -40%
CA
770
Clearstead Advisors
Ohio
$213K -$233K -1,314 -54%
JGUA
771
John G. Ullman & Associates
New York
$212K – – –
KWM
772
KFG Wealth Management
Indiana
$212K -$532 -3 -0.3%
AFP
773
Ausdal Financial Partners
Iowa
$212K +$197K +1,111 New
CI
774
Cigna Investments
Connecticut
$211K +$196K +1,105 New
FTWA
775
Fifth Third Wealth Advisors
Ohio
$210K +$196K +1,103 New
29 30
31
32 33