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Labcorp
LH

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
651
McElhenny Sheffield Capital Management
Texas
$528K – – –
MMG
652
Monetary Management Group
Missouri
$527K -$6.82K -29 -1%
SAM
653
S.A. Mason
Michigan
$527K – – –
4WM
654
44 Wealth Management
Oregon
$518K +$538K +2,287 New
IC
655
Intersect Capital
California
$517K +$145K +618 +37%
PWS
656
Precision Wealth Strategies
Missouri
$512K -$83.7K -356 -14%
PA
657
Parallel Advisors
California
$506K -$46.3K -197 -8%
MSAM
658
Moloney Securities Asset Management
Missouri
$495K -$82.8K -352 -14%
EWM
659
Evercore Wealth Management
New York
$494K -$203K -863 -28%
MC
660
Montag & Caldwell
Georgia
$493K – – –
GT
661
Greenleaf Trust
Michigan
$489K -$177K -753 -26%
PFC
662
Phocas Financial Corp
California
$484K – – –
GH
663
GAM Holding
Switzerland
$477K – – –
DA
664
Denali Advisors
California
$475K +$27.3K +116 +6%
BWM
665
BlackDiamond Wealth Management
New York
$473K +$31K +132 +7%
AAS
666
Avantax Advisory Services
Texas
$473K +$45.9K +195 +10%
BRWM
667
B. Riley Wealth Management
Tennessee
$472K -$1.18K -5 -0.2%
TC
668
TownSquare Capital
Utah
$471K – – –
CFG
669
Cooper Financial Group
California
$471K +$140K +595 +40%
V
670
Veritable
Delaware
$470K +$65.1K +277 +15%
GHAM
671
Gilman Hill Asset Management
Connecticut
$467K – – –
PA
672
Profund Advisors
Maryland
$464K -$90.3K -384 -16%
HI
673
Horizon Investments
North Carolina
$461K -$194K -826 -29%
SAM
674
Simplify Asset Management
Nevada
$459K +$94.3K +401 +25%
FANJ
675
Financial Architects (New Jersey)
New Jersey
$450K – – –
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