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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
776
Evermay Wealth Management
Virginia
$268K – – –
RCM
777
Radnor Capital Management
Pennsylvania
$266K – – –
CAL
778
Capital Advisors Ltd
Ohio
$266K -$196 -1 -0.1%
IAN
779
Integrated Advisors Network
Texas
$265K -$5.5K -28 -2%
BFO
780
Biltmore Family Office
North Carolina
$265K +$2.16K +11 +0.9%
TAM
781
Trust Asset Management
Texas
$262K – – –
PA
782
Profund Advisors
Maryland
$261K +$589 +3 +0.2%
AT
783
Adelphi Trust
Florida
$261K +$36.3K +185 +18%
PDL
784
Portfolio Design Labs
California
$260K +$1.96K +10 +0.8%
C
785
Certuity
Florida
$259K -$2.16K -11 -0.9%
EI
786
Ellevest Inc
New York
$257K +$239K +1,217 New
VIA
787
Victrix Investment Advisors
Florida
$256K -$19.6K -100 -8%
BEAM
788
Baker Ellis Asset Management
Washington
$254K – – –
VCM
789
Viewpoint Capital Management
Washington
$254K – – –
WBCM
790
Wilson & Boucher Capital Management
California
$254K – – –
TAM
791
Townsend Asset Management
North Carolina
$254K – – –
BW
792
Bravera Wealth
North Dakota
$253K – – –
PWP
793
Phillips Wealth Planners
Mississippi
$253K +$196 +1 +0.1%
CWA
794
Canvas Wealth Advisors
Kansas
$253K -$589 -3 -0.3%
CWS
795
Confluence Wealth Services
Pennsylvania
$252K +$234K +1,191 New
AGWCA
796
Annis Gardner Whiting Capital Advisors
Florida
$252K -$393 -2 -0.2%
BWP
797
BSW Wealth Partners
Colorado
$251K +$233K +1,186 New
CCFCSB
798
Cape Cod Five Cents Savings Bank
Massachusetts
$250K +$232K +1,180 New
JF
799
Jump Financial
Illinois
$249K -$395K -2,013 -63%
WT
800
Whittier Trust
California
$247K – – –
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32
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