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Labcorp
LH

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
626
Tradewinds LLC
North Carolina
$431K -$39.7K -151 -16%
EWM
627
Empirical Wealth Management
Washington
$424K -$30.5K -116 -7%
CT
628
Colonial Trust
South Carolina
$424K -$26.6K -101 -6%
KFA
629
Kelleher Financial Advisors
New York
$420K +$283K +1,075 +253%
SSA
630
Shepherd Street Advisors
California
$419K – – –
SWA
631
SFMG Wealth Advisors
Texas
$416K +$1.58K +6 +0.4%
CBA
632
Coastal Bridge Advisors
Connecticut
$416K +$263 +1 +0.1%
SC
633
Syon Capital
California
$412K -$31.3K -119 -7%
MHIC
634
Marble Harbor Investment Counsel
Massachusetts
$410K +$7.36K +28 +2%
RWM
635
Ritholtz Wealth Management
New York
$410K -$33.6K -128 -8%
CI
636
CX Institutional
Indiana
$407K +$53.6K +204 +16%
BPWM
637
BCS Private Wealth Management
New Jersey
$407K -$15.8K -60 -4%
ERIC
638
Eagle Rock Investment Company
Georgia
$406K – – –
PA
639
Procyon Advisors
Connecticut
$406K -$15.2K -58 -4%
LFG
640
Larson Financial Group
Missouri
$404K +$20K +76 +6%
WHG
641
Westwood Holdings Group
Texas
$404K +$379K +1,443 New
HC
642
Hara Capital
Washington
$400K – – –
CAM
643
Cresset Asset Management
Illinois
$396K -$236K -896 -39%
IIL
644
Insight Inv LLC
California
$395K -$656K -2,494 -64%
FCM
645
Fieldview Capital Management
Michigan
$394K +$370K +1,407 New
CW
646
CreativeOne Wealth
Kansas
$393K +$17.6K +67 +5%
MWM
647
Modera Wealth Management
New Jersey
$388K -$7.89K -30 -2%
TG
648
TCW Group
California
$388K – – –
HI
649
Horizon Investments
North Carolina
$387K +$3.42K +13 +0.9%
MAWA
650
Moss Adams Wealth Advisors
Washington
$385K +$3.15K +12 +0.9%
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