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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
NV
551
Nair Vinay
$338K +$299K +2,976 New
FFA
552
First Foundation Advisors
California
$331K – – –
FNT
553
First National Trust
Pennsylvania
$330K +$292K +2,905 New
MCM
554
MAI Capital Management
Ohio
$322K -$2.82K -28 -1%
FAM
555
Formidable Asset Management
Ohio
$322K +$282K +2,800 New
NIMI
556
Natixis Investment Managers International
France
$321K +$285K +2,828 New
AIM
557
Advantage Investment Management
Iowa
$318K +$20.1K +200 +8%
UR
558
USCA RIA
Texas
$318K +$281K +2,794 New
VFS
559
VSR Financial Services
Kansas
$312K -$125K -1,238 -31%
LCP
560
Legacy Capital Partners
Wisconsin
$311K -$20.1K -200 -7%
CCM
561
CrestPoint Capital Management
Missouri
$307K -$745K -7,400 -73%
IFS
562
Ifrah Financial Services
Arkansas
$301K -$39.6K -394 -13%
SCM
563
Sterling Capital Management
North Carolina
$301K +$13.7K +136 +5%
HCM
564
Hollencrest Capital Management
California
$293K +$3.12K +31 +1%
BMO
565
Beck Mack & Oliver
New York
$291K – – –
IIM
566
Ipswich Investment Management
Massachusetts
$290K – – –
AA
567
Ancora Advisors
Ohio
$284K -$252K -2,500 Closed
TAM
568
Tocqueville Asset Management
New York
$283K -$33.7K -335 -12%
PIM
569
Penobscot Investment Management
Massachusetts
$281K +$249K +2,475 New
SW
570
SVB Wealth
Massachusetts
$278K -$34.2K -340 -12%
MCM
571
Murphy Capital Management
New Jersey
$278K +$247K +2,450 New
W
572
Wealthfront
California
$275K +$22K +219 +10%
ECM
573
ETrade Capital Management
Virginia
$274K +$6.94K +69 +3%
TIA
574
Tiemann Investment Advisors
California
$269K -$45.3K -450 -16%
CLOS
575
Compagnie Lombard Odier SCmA
Switzerland
$267K -$50.3K -500 -18%
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