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Quest Diagnostics
DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1001
Global Trust Asset Management
Florida
$10.6K -$9.81K -50 -50%
AIM
1002
Axiom Investment Management
New York
$10.6K – – –
GCP
1003
Gill Capital Partners
Colorado
$10.6K – – –
MSWM
1004
Mowery & Schoenfeld Wealth Management
Illinois
$10.6K – – –
OC
1005
Oakworth Capital
Alabama
$10.6K – – –
KFP
1006
Kerr Financial Planning
California
$10.2K -$981 -5 -9%
TCOT
1007
Trust Company of Toledo
Ohio
$10.2K +$9.42K +48 New
PWMG
1008
Prestige Wealth Management Group
New Jersey
$9.96K -$1.77K -9 -16%
SEP
1009
Signature Equity Partners
Ohio
$9.16K +$196 +1 +2%
DJSG
1010
D.J. St. Germain
Massachusetts
$8.69K – – –
QL
1011
Quarry LP
New York
$8.48K -$3.92K -20 -33%
BW
1012
Basepoint Wealth
Iowa
$8.48K – – –
MCA
1013
McGuire Capital Advisors
Oklahoma
$8.48K – – –
WIM
1014
Westside Investment Management
California
$8.27K – – –
AFC
1015
Ares Financial Consulting
California
$8.05K – – –
HNW
1016
High Note Wealth
Minnesota
$8.05K +$1.37K +7 +23%
EWP
1017
Elevation Wealth Partners
California
$7.21K – – –
CMA
1018
Cedar Mountain Advisors
Oregon
$6.99K – – –
HAP
1019
Harbor Asset Planning
Massachusetts
$6.82K – – –
CTC
1020
Cetera Trust Company
Minnesota
$6.36K – – –
PSFG
1021
Park Square Financial Group
Georgia
$6.15K -$1.18K -6 -17%
TFM
1022
TFC Financial Management
Massachusetts
$6.15K – – –
CIAS
1023
CBIZ Investment Advisory Services
Ohio
$6.08K – – –
MAM
1024
Meeder Asset Management
Ohio
$5.93K -$30.2K -154 -85%
APW
1025
Aventura Private Wealth
Florida
$5.93K +$4.32K +22 +367%
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