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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
976
Harbor Asset Planning
Massachusetts
$5.58K – – –
RF
977
Rossby Financial
Florida
$5.38K -$15.5K -85 -73%
HNW
978
High Note Wealth
Minnesota
$5.38K – – –
CTC
979
Cetera Trust Company
Minnesota
$5.21K – – –
TFM
980
TFC Financial Management
Massachusetts
$5.03K – – –
FFA
981
Frazier Financial Advisors
Ohio
$4.89K – – –
PB
982
Prosperity Bancshares
Texas
$4.68K +$4.92K +27 New
BOJHT
983
Bank of Jackson Hole Trust
Wyoming
$4.51K – – –
HHMI
984
Howard Hughes Medical Institute
Maryland
$4.17K – – –
MAFA
985
MJT & Associates Financial Advisory
Minnesota
$3.82K +$364 +2 +10%
TCM
986
Triumph Capital Management
Colorado
$3.82K +$4.01K +22 New
SFS
987
Sunrise Financial Services
Washington
$3.69K +$3.82K +21 New
EF
988
Entrust Financial
Pennsylvania
$3.65K +$3.82K +21 New
SEP
989
Signature Equity Partners
Ohio
$3.49K +$3.64K +20 New
DPW
990
DiNuzzo Private Wealth
Pennsylvania
$3.3K – – –
SC
991
SouthState Corp
Florida
$3.3K +$2.37K +13 +217%
CFG
992
Clayton Financial Group
Missouri
$3.3K +$3.46K +19 New
BFS
993
Bare Financial Services
Pennsylvania
$2.95K – – –
WPA
994
Wealth Preservation Advisors
Tennessee
$2.95K – – –
ATC
995
Adirondack Trust Company
New York
$2.78K – – –
DF
996
DecisionPoint Financial
Arizona
$2.6K – – –
JFA
997
JNBA Financial Advisors
Minnesota
$2.6K – – –
CFM
998
Cornerstone Financial Management
Massachusetts
$2.6K +$2.73K +15 New
BHWM
999
Bay Harbor Wealth Management
Maryland
$2.6K +$1.09K +6 +67%
CRI
1000
Commonwealth Retirement Investments
Virginia
$2.5K +$2.55K +14 New
38 39
40
41 42