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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
676
Destination Wealth Management
California
$6K +$5.36K +62 New
BWM
677
Baystate Wealth Management
Massachusetts
$5K – – –
RFA
678
Reilly Financial Advisors
California
$5K – – –
TCM
679
Tradewinds Capital Management
Washington
$5K – – –
CAG
680
Csenge Advisory Group
Florida
$5K +$5.11K +59 New
CFG
681
Citizens Financial Group
Rhode Island
$3K -$13.4K -155 -83%
CCM
682
Cribstone Capital Management
Maine
$3K – – –
LFG
683
LifePlan Financial Group
Ohio
$3K – – –
NIM
684
NuWave Investment Management
New Jersey
$3K +$1.47K +17 +131%
RA
685
Rational Advisors
New York
$3K +$1.47K +17 +131%
PCP
686
Proficio Capital Partners
Massachusetts
$2K – – –
SMFS
687
Squar Milner Financial Services
California
$2K – – –
SA
688
SRH Advisors
Kansas
$2K – – –
WAM
689
Watermark Asset Management
California
$2K – – –
HWA
690
Heritage Wealth Advisors
Virginia
$2K +$2.16K +25 New
WWM
691
Willingdon Wealth Management
North Carolina
$2K +$2.34K +27 New
RWM
692
Raffa Wealth Management
District of Columbia
$1.29K – – –
CFD
693
Creative Financial Designs
Indiana
$1K – – –
FRA
694
Front Row Advisors
California
$1K – – –
OFW
695
Omnia Family Wealth
Florida
$1K – – –
PCFFS
696
Pacific Center for Financial Services
California
$1K – – –
BFC
697
Bedel Financial Consulting
Indiana
$1K +$1.38K +16 New
RIM
698
Rampart Investment Management
Connecticut
$566 -$384K -4,438 -42%
JLBC
699
J.L. Bainbridge & Co
Florida
– -$30.7M -359,857 Closed
RSCM
700
Rock Springs Capital Management
Maryland
– -$18.8M -220,000 Closed
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