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Labcorp
LH

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
526
Independent Financial Group
California
$620K -$97.9K -402 -15%
FFA
527
Farther Finance Advisors
California
$619K +$124K +508 +27%
OIA
528
Optimum Investment Advisors
Illinois
$617K – – –
HPC
529
HM Payson & Co
Maine
$614K – – –
RWM
530
Ritholtz Wealth Management
New York
$614K +$151K +620 +36%
TWP
531
Tempus Wealth Planning
California
$613K +$11K +45 +2%
JGUA
532
John G. Ullman & Associates
New York
$606K – – –
CP
533
Camelot Portfolios
Ohio
$600K -$9.74K -40 -2%
KRSITF
534
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$600K -$38.5K -158 -6%
QIM
535
Quantitative Investment Management
Virginia
$597K +$554K +2,275 New
PCM
536
Parsons Capital Management
Rhode Island
$597K +$487 +2 +0.1%
WI
537
Wahed Invest
New York
$596K +$22.6K +93 +4%
GIA
538
Gateway Investment Advisers
Ohio
$590K -$6.33K -26 -1%
SIG
539
Stonegate Investment Group
Alabama
$587K +$29K +119 +6%
GVAG
540
Great Valley Advisor Group
Delaware
$585K -$23.6K -97 -4%
FFM
541
Forum Financial Management
Illinois
$580K +$19.5K +80 +4%
SFI
542
Siemens Fonds Invest
Germany
$578K +$43.1K +177 +9%
KFI
543
Key Financial Inc
Pennsylvania
$577K +$535K +2,199 New
WANY
544
Wealthspire Advisors (New York)
New York
$567K -$389K -1,596 -42%
CCM
545
Coldstream Capital Management
Washington
$567K -$121K -495 -19%
SA
546
Strategic Advisors
New York
$566K +$525K +2,157 New
HBW
547
Hazlett, Burt & Watson
West Virginia
$564K – – –
SCA
548
Snowden Capital Advisors
New York
$564K -$12.7K -52 -2%
AWA
549
Arete Wealth Advisors
Illinois
$558K +$518K +2,127 New
SSWM
550
Sheets Smith Wealth Management
North Carolina
$554K -$5.84K -24 -1%
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