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Cardinal Health

Name Holding Trade Value Shares
Change
Change in
Stake
PRI
751
Prepared Retirement Institute
Pennsylvania
$322K +$817 +7 +0.3%
CA
752
Clearstead Advisors
Ohio
$321K +$116K +990 +58%
UF
753
Univest Financial
Pennsylvania
$320K – – –
IA
754
IFP Advisors
Florida
$319K +$80.6K +690 +34%
SXL
755
Summit X LLC
Missouri
$318K +$42.3K +362 +16%
JWCA
756
J.W. Coons Advisors
Ohio
$316K -$61.3K -525 -16%
MMPW
757
Mitchell McLeod Pugh & Williams
Alabama
$316K -$93.4K -800 -23%
PL
758
Plancorp LLC
Missouri
$315K -$1.99K -17 -0.6%
KWA
759
Kingswood Wealth Advisors
California
$315K +$311K +2,662 New
AIM
760
Athena Investment Management
California
$315K – – –
CFGS
761
Concourse Financial Group Securities
Alabama
$315K +$4.9K +42 +2%
SGAM
762
Smith Group Asset Management
Texas
$315K +$311K +2,660 New
BAM
763
Belpointe Asset Management
Nevada
$313K +$324K +2,779 New
MNBTD
764
Moody National Bank Trust Division
Texas
$312K -$49.9K -427 -14%
LSAG
765
Lake Street Advisors Group
New Hampshire
$311K -$5.95K -51 -2%
SFI
766
Siemens Fonds Invest
Germany
$310K – – –
NI
767
NDVR Inc
Massachusetts
$309K +$17.2K +147 +6%
HA
768
Herold Advisors
New York
$308K – – –
XPN
769
XY Planning Network
Montana
$303K +$299K +2,563 New
VIA
770
Victrix Investment Advisors
Florida
$303K +$299K +2,559 New
AA
771
Addison Advisors
Vermont
$301K – – –
WAP
772
Wealthcare Advisory Partners
Pennsylvania
$300K -$10.4K -89 -3%
VFA
773
Voya Financial Advisors
Connecticut
$298K -$7.59K -65 -3%
CGL
774
Clarius Group LLC
Washington
$296K -$25.7K -220 -8%
CI
775
Cigna Investments
Connecticut
$296K – – –