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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
776
Financial Management Professionals
Texas
$7K +$1.31K +10 +23%
RAM
777
Riggs Asset Management
Pennsylvania
$6.89K – – –
ZB
778
Zions Bancorporation
Utah
$6.48K -$4.6K -35 -43%
PMFA
779
Plante Moran Financial Advisors
Michigan
$6.34K – – –
IFAM
780
Institutional & Family Asset Management
Colorado
$6.34K +$3.15K +24 +109%
VCM
781
Versant Capital Management
Arizona
$6.21K -$394 -3 -6%
SA
782
Scarborough Advisors
Maryland
$6.13K +$5.79K +44 New
DJSG
783
D.J. St. Germain
Massachusetts
$5.65K – – –
EC
784
EntryPoint Capital
New York
$5.51K +$5.26K +40 New
T
785
Tidemark
California
$5.38K +$5.13K +39 New
W
786
WealthCollab
Washington
$5.1K +$4.86K +37 New
MCM
787
Manchester Capital Management
Vermont
$4.83K -$1.05K -8 -19%
CTC
788
Cetera Trust Company
Minnesota
$4.14K +$3.94K +30 New
FFO
789
Fortitude Family Office
Arizona
$4.14K +$3.94K +30 New
WIA
790
Wetzel Investment Advisors
Indiana
$4K +$3.68K +28 New
TFM
791
TFC Financial Management
Massachusetts
$3.86K -$263 -2 -7%
FFA
792
Frazier Financial Advisors
Ohio
$3.73K +$3.55K +27 New
BBHC
793
Brown Brothers Harriman & Co
New York
$3.58K -$273K -2,078 -99%
KFS
794
Kelly Financial Services
Massachusetts
$3.03K – – –
CP
795
Castleview Partners
Texas
$3.03K +$2.89K +22 New
BSB
796
Bangor Savings Bank
Maine
$2.76K – – –
MSG
797
Main Street Group
Virginia
$2.52K +$2.37K +18 New
CWP
798
Concord Wealth Partners
Virginia
$2.48K -$2.37K -18 -50%
CWC
799
Carolinas Wealth Consulting
North Carolina
$2.48K – – –
RWM
800
Raffa Wealth Management
District of Columbia
$2.48K – – –
30 31
32
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