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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
901
Plante Moran Financial Advisors
Michigan
$7.78K – – –
HCP
902
Hexagon Capital Partners
Arkansas
$7.78K +$1.15K +7 +18%
SVCP
903
Silicon Valley Capital Partners
California
$7.69K – – –
BCWM
904
Bartlett & Co Wealth Management
Ohio
$7.61K – – –
SCB
905
Saudi Central Bank
Saudi Arabia
$7.45K +$7.23K +44 New
CPG
906
Cornerstone Planning Group
New Jersey
$6.94K +$4.11K +25 +167%
ACM
907
Anfield Capital Management
California
$6.77K – – –
A
908
Allianz
Germany
$5.92K – – –
SPF
909
South Plains Financial
Texas
$5.75K +$5.58K +34 New
ZBNA
910
Zions Bancorporation, National Association
Utah
$5.41K +$5.26K +32 New
TWD
911
True Wealth Design
Ohio
$5.25K -$12.5K -76 -71%
HNW
912
High Note Wealth
Minnesota
$5.25K – – –
CTC
913
Cetera Trust Company
Minnesota
$5.08K – – –
FFO
914
Fortitude Family Office
Arizona
$5.08K – – –
TFM
915
TFC Financial Management
Massachusetts
$4.91K – – –
GFPC
916
Global Financial Private Client
Florida
$4.91K +$1.64K +10 +53%
FFA
917
Frazier Financial Advisors
Ohio
$4.7K – – –
MAM
918
Meeder Asset Management
Ohio
$4.57K -$262K -1,594 -98%
BOJHT
919
Bank of Jackson Hole Trust
Wyoming
$4.5K – – –
RMP
920
Richards, Merrill & Peterson
Washington
$3.89K – – –
MAFA
921
MJT & Associates Financial Advisory
Minnesota
$3.38K +$3.29K +20 New
DPW
922
DiNuzzo Private Wealth
Pennsylvania
$3.21K +$164 +1 +6%
MSG
923
Main Street Group
Virginia
$3.14K +$3.29K +20 New
SL
924
Salomon & Ludwin
Virginia
$3.05K – – –
TSMHT
925
Thurston Springer Miller Herd & Titak
Indiana
$3.04K +$2.96K +18 New
35 36
37
38 39