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Cardinal Health
CAH

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
601
Intrua Financial
Texas
$350K -$15.6K -205 -4%
PP
602
Paloma Partners
Connecticut
$347K +$336K +4,418 +4,418%
NRS
603
Neville Rodie & Shaw
New York
$345K – – –
KIG
604
Kennedy Investment Group
New Jersey
$342K +$338K +4,444 New
PMEF
605
Point72 Middle East FZE
United Arab Emirates
$340K +$336K +4,420 New
GWP
606
Gateway Wealth Partners
Wisconsin
$339K +$335K +4,411 New
HNWAG
607
High Net Worth Advisory Group
Florida
$338K -$137K -1,800 -29%
SPIA
608
Steward Partners Investment Advisory
New York
$338K +$18.4K +242 +6%
RWMG
609
Redwood Wealth Management Group
New Jersey
$338K +$334K +4,391 New
FLC
610
Fifth Lane Capital
Texas
$336K +$332K +4,373 New
SS
611
Simplicity Solutions
Minnesota
$335K -$142K -1,875 -30%
ESCM
612
Echo Street Capital Management
New York
$334K +$330K +4,344 New
BPA
613
Beacon Pointe Advisors
California
$334K +$330K +4,343 New
PMG
614
ProVise Management Group
Florida
$331K +$327K +4,306 New
KFS
615
Kaizen Financial Strategies
California
$331K – – –
ALAM
616
Asahi Life Asset Management
Japan
$331K +$135K +1,780 +71%
DC
617
Davenport & Co
Virginia
$330K -$82.1K -1,081 -20%
DWM
618
Dorchester Wealth Management
Quebec, Canada
$329K -$68.4K -900 -17%
BCWM
619
Bartlett & Co Wealth Management
Ohio
$327K – – –
BC
620
Bartlett & Co
Ohio
$327K – – –
APG
621
Abacus Planning Group
South Carolina
$327K – – –
SSW
622
Smith Shellnut Wilson
Mississippi
$326K +$532 +7 +0.2%
LWP
623
Lumature Wealth Partners
Georgia
$325K -$17.9K -235 -5%
PA
624
Profund Advisors
Maryland
$322K +$10K +132 +3%
CCP
625
Carmel Capital Partners
California
$322K +$35.5K +467 +13%
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