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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
976
PlanVest Financial
Maryland
$18.4K – – –
APFP
977
Action Point Financial Planning
Michigan
$18K +$16.9K +86 New
IGAM
978
iA Global Asset Management
Quebec, Canada
$18K -$2.14M -10,911 -99%
FFO
979
Fortitude Family Office
Arizona
$17.2K -$785 -4 -5%
GSWM
980
Golden State Wealth Management
California
$17.2K – – –
OAJ
981
Ogorek Anthony Joseph
New York
$17K – – –
AWM
982
Abound Wealth Management
Tennessee
$16K -$4.32K -22 -23%
OCWP
983
Owl Creek Wealth Partners
Colorado
$15.9K -$981 -5 -6%
RDFA
984
Ritter Daniher Financial Advisory
Ohio
$15.7K – – –
MCM
985
MV Capital Management
Maryland
$15.7K +$196 +1 +1%
OCM
986
Orion Capital Management
California
$14.8K – – –
WWM
987
Wolff Wiese Magana
California
$14.8K – – –
WPA
988
West Paces Advisors
Georgia
$14.6K +$13.5K +69 New
MWA
989
Medallion Wealth Advisors
Connecticut
$14.4K – – –
WA
990
WPG Advisers
Maryland
$14.4K – – –
EI
991
EFG International
$13.8K +$4.32K +22 +51%
MB
992
MidFirst Bank
Oklahoma
$13.6K +$12.6K +64 New
TCM
993
TD Capital Management
Tennessee
$13.4K – – –
BCM
994
Boreal Capital Management
Florida
$13.1K – – –
HBW
995
Hazlett, Burt & Watson
West Virginia
$13K – – –
SWM
996
SHP Wealth Management
Massachusetts
$12.9K +$9.22K +47 +336%
BCWM
997
Bartlett & Co Wealth Management
Ohio
$12.3K +$2.35K +12 +26%
FMP
998
Financial Management Professionals
Texas
$11.7K – – –
AAG
999
Armstrong Advisory Group
Massachusetts
$11.4K – – –
RF
1000
Roxbury Financial
New Jersey
$11.1K +$196 +1 +2%
38 39
40
41 42