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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
701
Credential Qtrade Securities
$646K +$403K +1,754 +194%
MCM
702
Manchester Capital Management
Vermont
$642K +$7.82K +34 +1%
CG
703
Clifford Group
Massachusetts
$640K -$34.7K -151 -5%
QWM
704
Quadcap Wealth Management
Texas
$636K +$602K +2,617 New
MFA
705
Mayflower Financial Advisors
Massachusetts
$633K -$16.8K -73 -3%
LFA
706
Legacy Financial Advisors
Kentucky
$632K +$22.8K +99 +4%
RGC
707
Roberts, Glore & Co
Illinois
$631K -$29.2K -127 -5%
LA
708
Latitude Advisors
Florida
$630K +$14.5K +63 +2%
LA
709
LVW Advisors
New York
$623K +$224K +974 +61%
SAM
710
Smithbridge Asset Management
Pennsylvania
$619K -$58.4K -254 -9%
BG
711
Bahl & Gaynor
Ohio
$617K – – –
PA
712
Profund Advisors
Maryland
$615K -$73.1K -318 -11%
HHRDM
713
H&H Retirement Design & Management
Nevada
$612K +$594K +2,584 New
JAG
714
Journey Advisory Group
Kentucky
$607K -$20.7K -90 -3%
DTL
715
Dynamic Technology Lab
Singapore
$605K +$572K +2,490 New
CA
716
Clearstead Advisors
Ohio
$603K – – –
SW
717
SVB Wealth
Massachusetts
$598K +$1.15K +5 +0.2%
OWP
718
Obermeyer Wealth Partners
Colorado
$595K – – –
SWM
719
Spire Wealth Management
Virginia
$595K -$18.9K -82 -3%
CIC
720
Cutler Investment Counsel
Oregon
$593K -$2.3K -10 -0.4%
EWM
721
Evercore Wealth Management
New York
$591K -$2.99K -13 -0.5%
AIMCA
722
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$583K – – –
EFG
723
Everhart Financial Group
Ohio
$580K +$79.5K +346 +17%
P
724
&Partners
Tennessee
$579K +$547K +2,381 New
MWPCG
725
Measured Wealth Private Client Group
New Hampshire
$574K +$12.4K +54 +2%
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