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Cardinal Health
CAH

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
701
D'Orazio & Associates
Virginia
$277K +$247K +2,924 New
AWM
702
Alterna Wealth Management
Texas
$273K +$5.49K +65 +2%
JCM
703
Jacobi Capital Management
Pennsylvania
$271K +$242K +2,867 New
MWM
704
Mission Wealth Management
California
$271K -$5.32K -63 -2%
MAG
705
MRA Advisory Group
New Jersey
$270K -$35.6K -421 -13%
CCA
706
Cobblestone Capital Advisors
New York
$270K – – –
SWM
707
SeaCrest Wealth Management
New York
$268K -$83.6K -990 -26%
KS
708
Karpas Strategies
Connecticut
$260K – – –
SFO
709
Stokes Family Office
Louisiana
$259K +$231K +2,735 New
APP
710
Avantax Planning Partners
Iowa
$259K +$231K +2,734 New
1IA
711
1620 Investment Advisors
Massachusetts
$257K +$230K +2,721 New
PAG
712
Powers Advisory Group
Illinois
$257K -$32.6K -386 -12%
LNC
713
Lincoln National Corp
Pennsylvania
$256K +$229K +2,706 New
CF
714
Clarity Financial
Texas
$255K +$228K +2,698 New
CCM
715
Coldstream Capital Management
Washington
$253K -$5.49K -65 -2%
AIM
716
Athena Investment Management
California
$253K – – –
WF
717
Wayfinding Financial
Washington
$248K +$229K +2,714 New
MYLI
718
Meiji Yasuda Life Insurance
Japan
$246K +$220K +2,601 New
NB
719
NBT Bank
New York
$245K -$30.8K -365 -12%
TA
720
TKG Advisors
Indiana
$242K +$216K +2,560 New
PL
721
Plancorp LLC
Missouri
$242K +$216K +2,556 New
OIA
722
OneDigital Investment Advisors
Kansas
$240K -$265K -3,143 -55%
TCM
723
Teza Capital Management
Illinois
$238K -$423K -5,012 -67%
DI
724
DFPG Investments
Utah
$238K +$218K +2,581 New
RWA
725
Redhawk Wealth Advisors
Minnesota
$237K -$155K -1,836 -42%
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