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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
726
Diversify Advisory Services
Utah
$747K +$361K +1,253 +94%
DW30
727
Drucker Wealth 3.0
New Jersey
$746K -$377K -1,307 -34%
TCOT
728
Trust Company of Toledo
Ohio
$743K +$142K +493 +25%
FTWA
729
Fifth Third Wealth Advisors
Ohio
$742K -$25.1K -87 -3%
AIA
730
AssuredPartners Investment Advisors
Florida
$742K -$128K -446 -15%
CCT
731
Capital City Trust
Florida
$741K +$2.02K +7 +0.3%
FPWM
732
FSB Premier Wealth Management
Iowa
$741K -$20.7K -72 -3%
LA
733
Latitude Advisors
Florida
$739K +$710K +2,464 New
CIC
734
Cutler Investment Counsel
Oregon
$735K – – –
C1AG
735
Client 1st Advisory Group
Florida
$733K -$2.02K -7 -0.3%
EWM
736
Evercore Wealth Management
New York
$732K – – –
CG
737
Clifford Group
Massachusetts
$727K -$9.51K -33 -1%
QWM
738
Quadcap Wealth Management
Texas
$722K +$10.4K +36 +2%
IFG
739
Independent Financial Group
California
$719K +$691K +2,399 New
JCM
740
J2 Capital Management
Michigan
$717K -$97.1K -337 -12%
PGFC
741
Peapack-Gladstone Financial Corp
New Jersey
$715K -$155K -539 -18%
PMG
742
ProVise Management Group
Florida
$708K -$53.3K -185 -7%
CFG
743
Citizens Financial Group
Rhode Island
$707K +$136K +471 +25%
CWG
744
Cornerstone Wealth Group
North Carolina
$705K +$20.5K +71 +3%
RC
745
Rexford Capital
Texas
$704K +$676K +2,347 New
VFA
746
Valeo Financial Advisors
Indiana
$703K +$59.1K +205 +10%
CGL
747
Clarius Group LLC
Washington
$702K -$24.2K -84 -3%
TCPW
748
Twin City Private Wealth
North Carolina
$697K -$147K -509 -18%
PWM
749
Perigon Wealth Management
California
$696K +$18.2K +63 +3%
MPM
750
Meritage Portfolio Management
Kansas
$695K -$11.2K -39 -2%
28 29
30
31 32