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Cardinal Health
CAH

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
776
Symmetry Partners
Connecticut
$276K – – –
APP
777
Avantax Planning Partners
Iowa
$276K -$14.9K -138 -5%
KS
778
Karpas Strategies
Connecticut
$274K – – –
IA
779
IFP Advisors
Florida
$272K +$13.9K +129 +6%
JCM
780
Jacobi Capital Management
Pennsylvania
$270K -$81.2K -753 -24%
FL
781
Fort LP
Maryland
$269K -$40.7K -377 -14%
BTI
782
Blue Trust Inc
Georgia
$269K -$18.7K -173 -7%
MWA
783
Midland Wealth Advisors
Illinois
$267K -$216 -2 -0.1%
STA
784
Summit Trail Advisors
New York
$266K -$4.42K -41 -2%
GL
785
Graypoint LLC
New York
$265K +$256K +2,370 New
CF
786
Clarity Financial
Texas
$261K -$4.42K -41 -2%
TC
787
TownSquare Capital
Utah
$260K +$251K +2,325 New
WF
788
Wayfinding Financial
Washington
$259K +$20.4K +189 +8%
VST
789
Van Strum & Towne
California
$258K – – –
LA
790
Legacy Advisors
Pennsylvania
$258K +$3.56K +33 +1%
SAM
791
SignalPoint Asset Management
Missouri
$257K -$10.1K -94 -4%
UB
792
UMB Bank
Missouri
$257K -$46.5K -431 -16%
DM
793
Deerfield Management
New York
$255K +$246K +2,276 New
MIM
794
Morningstar Investment Management
Illinois
$252K – – –
JFL
795
Jarislowsky, Fraser Ltd
Quebec, Canada
$252K -$21.6K -200 -8%
AIM
796
Anchor Investment Management
South Carolina
$252K -$4.75K -44 -2%
RCWM
797
Royal Capital Wealth Management
Indiana
$251K +$108 +1 +0%
PCS
798
Personal CFO Solutions
New Jersey
$250K +$26.1K +242 +12%
GGS
799
Galvin Gaustad & Stein
Arizona
$249K -$20.6K -191 -8%
DMBA
800
Deseret Mutual Benefit Administrators
Utah
$249K – – –
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