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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
926
Mowery & Schoenfeld Wealth Management
Illinois
$9.53K – – –
OC
927
Oakworth Capital
Alabama
$9.53K – – –
SC
928
Solstein Capital
California
$9.34K -$11.7K -66 -57%
FFO
929
Fortitude Family Office
Arizona
$9.34K +$532 +3 +7%
ZBNA
930
Zions Bancorporation, National Association
Utah
$8.96K +$2.13K +12 +34%
SVCP
931
Silicon Valley Capital Partners
California
$8.84K – – –
LWCFA
932
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.79K – – –
BCWM
933
Bartlett & Co Wealth Management
Ohio
$8.77K – – –
DJSG
934
D.J. St. Germain
Massachusetts
$7.81K – – –
ACM
935
Anfield Capital Management
California
$7.62K – – –
WIM
936
Westside Investment Management
California
$7.1K – – –
SA
937
Scarborough Advisors
Maryland
$7.05K – – –
CMA
938
Cedar Mountain Advisors
Oregon
$6.29K – – –
MAM
939
Meeder Asset Management
Ohio
$6.29K +$355 +2 +6%
HAP
940
Harbor Asset Planning
Massachusetts
$6.13K – – –
EWP
941
Elevation Wealth Partners
California
$6.1K +$5.68K +32 New
HBW
942
Hazlett, Burt & Watson
West Virginia
$6K +$5.86K +33 New
HNW
943
High Note Wealth
Minnesota
$5.91K – – –
CIAS
944
CBIZ Investment Advisory Services
Ohio
$5.91K +$5.32K +30 +3,000%
PWA
945
Physician Wealth Advisors
Utah
$5.72K +$3.37K +19 +173%
CTC
946
Cetera Trust Company
Minnesota
$5.72K – – –
TFM
947
TFC Financial Management
Massachusetts
$5.53K -$532 -3 -9%
FFA
948
Frazier Financial Advisors
Ohio
$5.35K – – –
BOJHT
949
Bank of Jackson Hole Trust
Wyoming
$4.96K – – –
WA
950
Westfuller Advisors
New York
$4.96K +$4.61K +26 New
36 37
38
39 40