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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
801
Lake Street Private Wealth
Illinois
$247K – – –
CFG
802
Citizens Financial Group
Rhode Island
$245K +$227K +1,156 New
CPWA
803
Cerro Pacific Wealth Advisors
California
$245K +$226K +1,154 New
SWM
804
SeaCrest Wealth Management
New York
$244K -$102K -518 -31%
WFAG
805
Wescott Financial Advisory Group
Pennsylvania
$244K +$981 +5 +0.4%
PTC
806
Private Trust Company
Ohio
$243K +$1.18K +6 +0.5%
VCA
807
Verdence Capital Advisors
Maryland
$240K – – –
FCB
808
First County Bank
Connecticut
$239K +$3.73K +19 +2%
SAM
809
Smartleaf Asset Management
Massachusetts
$238K – – –
QWM
810
Quadcap Wealth Management
Texas
$238K +$5.3K +27 +2%
CWM
811
Centurion Wealth Management
Virginia
$235K -$68.7K -350 -24%
WTC
812
WhitTier Trust Company
Nevada
$233K +$10.4K +53 +5%
IAS
813
Insigneo Advisory Services
Florida
$232K +$3.73K +19 +2%
BTI
814
Blue Trust Inc
Georgia
$231K +$5.3K +27 +3%
KFA
815
Kelleher Financial Advisors
New York
$229K +$106K +540 +100%
CA
816
CoreCap Advisors
Michigan
$228K +$99.9K +509 +90%
APP
817
Avantax Planning Partners
Iowa
$227K – – –
CAM
818
Cidel Asset Management
Ontario, Canada
$227K – – –
CI
819
Cigna Investments
Connecticut
$226K -$7.26K -37 -3%
AAM
820
Augustine Asset Management
Florida
$226K +$209K +1,066 New
PWMAG
821
Pinnacle Wealth Management Advisory Group
New Jersey
$226K +$209K +1,066 New
CAM
822
Claret Asset Management
Quebec, Canada
$225K -$44.6K -227 -18%
RF
823
Rossby Financial
Florida
$224K +$61.4K +313 +42%
CSPIA
824
Cary Street Partners Investment Advisory
Virginia
$224K -$23K -117 -10%
TRCT
825
Tower Research Capital (TRC)
New York
$222K -$202K -1,028 -49%
31 32
33
34 35