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Cardinal Health
CAH

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
901
Sound Financial Strategies Group
Mississippi
$235K -$33.4K -262 -13%
KFS
902
Keynote Financial Services
Connecticut
$234K – – –
SWP
903
Sagespring Wealth Partners
Tennessee
$233K +$215K +1,688 New
UFF
904
USA Financial Formulas
Michigan
$231K -$56.3K -442 -21%
TWP
905
Triad Wealth Partners
Kansas
$230K +$213K +1,671 New
PPWP
906
Premier Path Wealth Partners
New Jersey
$230K +$213K +1,669 New
LAM
907
Longboard Asset Management
Arizona
$230K +$212K +1,667 New
MWM
908
Manske Wealth Management
Texas
$229K -$6.37K -50 -3%
TAM
909
Tucker Asset Management
Colorado
$227K -$26.8K -210 -11%
VPP
910
Vertex Planning Partners
Illinois
$226K +$209K +1,642 New
AFG
911
ABLE Financial Group
Arizona
$222K +$205K +1,611 New
HIC
912
Holderness Investments Company
North Carolina
$221K +$204K +1,601 New
IC
913
Iconiq Capital
California
$218K +$202K +1,581 New
APA
914
Astoria Portfolio Advisors
New York
$217K +$206K +1,615 New
ATC
915
Argent Trust Co
Tennessee
$216K +$200K +1,568 New
SIMG
916
Sonora Investment Management Group
Arizona
$216K +$200K +1,568 New
WPC
917
White Pine Capital
Minnesota
$215K +$199K +1,562 New
CCM
918
Cohen Capital Management
California
$214K +$198K +1,554 New
GVAG
919
Great Valley Advisor Group
Delaware
$214K +$198K +1,552 New
PFBT
920
Parkside Financial Bank & Trust
Missouri
$212K +$43.6K +342 +29%
FC
921
Forte Capital
New York
$212K +$196K +1,540 New
ACM
922
AlphaStar Capital Management
North Carolina
$212K +$196K +1,539 New
CI
923
Conning Inc
Connecticut
$212K +$196K +1,537 New
SOS
924
Silver Oak Securities
Tennessee
$211K +$197K +1,544 New
PWM
925
Pines Wealth Management
North Carolina
$210K +$214K +1,680 New
35 36
37
38 39