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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
826
EPG Wealth Management
Georgia
$221K +$205K +1,042 New
SOW
827
State of Wyoming
Wyoming
$221K +$166K +848 +437%
LAM
828
Longboard Asset Management
Arizona
$220K – – –
LI
829
LRI Investments
Florida
$217K +$110K +562 +121%
ST
830
Smithfield Trust
Pennsylvania
$216K – – –
TWP
831
Tower Wealth Partners
Pennsylvania
$213K +$197K +1,006 New
HFS
832
Hantz Financial Services
Michigan
$213K +$17.9K +91 +10%
GIA
833
Gateway Investment Advisers
Ohio
$213K -$75.2K -383 -28%
EWM
834
Evercore Wealth Management
New York
$212K -$154K -786 -44%
PIMJS
835
PKO Investment Management Joint-Stock
Poland
$212K – – –
HTIM
836
Harbour Trust & Investment Management
Indiana
$212K +$196K +1,000 New
NPT
837
National Philanthropic Trust
Pennsylvania
$212K +$196K +1,000 New
PWM
838
Power Wealth Management
Georgia
$212K +$196K +1,000 New
AF
839
Advisornet Financial
Minnesota
$208K +$49.9K +254 +35%
IAS
840
Integrity Advisory Solutions
Texas
$207K +$192K +976 New
RT
841
Rockland Trust
Massachusetts
$205K -$49.9K -254 -21%
TIA
842
Traphagen Investment Advisors
New Jersey
$204K +$189K +963 New
PCP
843
Proficio Capital Partners
Massachusetts
$203K +$188K +957 New
PCIA
844
Prime Capital Investment Advisors
Kansas
$202K +$187K +955 New
MA
845
Montag & Associates
Georgia
$201K – – –
PS
846
Planned Solutions
California
$201K +$186K +950 New
GA
847
Goldstein Advisors
Wisconsin
$201K +$186K +949 New
MWS
848
MFA Wealth Services
California
$200K +$185K +945 New
CT
849
Clearstead Trust
Maine
$200K +$1.37K +7 +0.7%
AUB
850
Atlantic Union Bankshares
Virginia
$198K -$393 -2 -0.2%
32 33
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