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Cardinal Health
CAH

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
801
Kingsview Wealth Management
Oregon
$600K +$18.7K +87 +3%
WSFS
802
Wilmington Savings Fund Society
Delaware
$599K – – –
FCBT
803
First Citizens Bank & Trust
North Carolina
$598K +$646 +3 +0.1%
CA
804
Clearstead Advisors
Ohio
$595K -$582K -2,702 -49%
CFM
805
Capricorn Fund Managers
United Kingdom
$594K +$606K +2,813 New
VST
806
Van Strum & Towne
California
$593K – – –
LA
807
Latitude Advisors
Florida
$592K +$14.9K +69 +3%
CFG
808
Citizens Financial Group
Rhode Island
$590K -$172K -800 -22%
ODA
809
One Degree Advisors
California
$589K +$431 +2 +0.1%
HA
810
Herold Advisors
New York
$581K – – –
PWM
811
Perigon Wealth Management
California
$578K +$39K +181 +7%
IF
812
Intrua Financial
Texas
$577K +$646 +3 +0.1%
WMA
813
Wealth Management Associates
New Jersey
$575K – – –
VFA
814
Valeo Financial Advisors
Indiana
$575K -$183K -849 -24%
TAM
815
Trust Asset Management
Texas
$571K – – –
IBOK
816
Independence Bank of Kentucky
Kentucky
$571K -$5.38K -25 -0.9%
SAM
817
Smartleaf Asset Management
Massachusetts
$570K +$1.51K +7 +0.3%
FAL
818
Focused Alpha LLC
Colorado
$570K -$1.08K -5 -0.2%
WG
819
Welch Group
Alabama
$569K +$7.11K +33 +1%
AAS
820
Annex Advisory Services
Wisconsin
$569K -$65.9K -306 -10%
AC
821
AlphaCore Capital
California
$568K -$29.1K -135 -5%
WR
822
WD Rutherford
Oregon
$565K +$576K +2,675 New
AWS
823
Arkfeld Wealth Strategies
Nebraska
$565K +$1.72K +8 +0.3%
CI
824
CX Institutional
Indiana
$563K +$431 +2 +0.1%
FPW
825
Fairvoy Private Wealth
Alabama
$561K +$572K +2,655 New
31 32
33
34 35