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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
726
Drucker Wealth 3.0
New Jersey
$746K -$377K -1,307 -34%
TCOT
727
Trust Company of Toledo
Ohio
$743K +$142K +493 +25%
FTWA
728
Fifth Third Wealth Advisors
Ohio
$742K -$25.1K -87 -3%
AIA
729
AssuredPartners Investment Advisors
Florida
$742K -$128K -446 -15%
CCT
730
Capital City Trust
Florida
$741K +$2.02K +7 +0.3%
FPWM
731
FSB Premier Wealth Management
Iowa
$741K -$20.7K -72 -3%
LA
732
Latitude Advisors
Florida
$739K +$710K +2,464 New
CIC
733
Cutler Investment Counsel
Oregon
$735K – – –
C1AG
734
Client 1st Advisory Group
Florida
$733K -$2.02K -7 -0.3%
EWM
735
Evercore Wealth Management
New York
$732K – – –
CG
736
Clifford Group
Massachusetts
$727K -$9.51K -33 -1%
QWM
737
Quadcap Wealth Management
Texas
$722K +$10.4K +36 +2%
IFG
738
Independent Financial Group
California
$719K +$691K +2,399 New
JCM
739
J2 Capital Management
Michigan
$717K -$97.1K -337 -12%
PGFC
740
Peapack-Gladstone Financial Corp
New Jersey
$715K -$155K -539 -18%
PMG
741
ProVise Management Group
Florida
$708K -$53.3K -185 -7%
CFG
742
Citizens Financial Group
Rhode Island
$707K +$136K +471 +25%
CWG
743
Cornerstone Wealth Group
North Carolina
$705K +$20.5K +71 +3%
RC
744
Rexford Capital
Texas
$704K +$676K +2,347 New
VFA
745
Valeo Financial Advisors
Indiana
$703K +$59.1K +205 +10%
CGL
746
Clarius Group LLC
Washington
$702K -$24.2K -84 -3%
TCPW
747
Twin City Private Wealth
North Carolina
$697K -$147K -509 -18%
PWM
748
Perigon Wealth Management
California
$696K +$18.2K +63 +3%
MPM
749
Meritage Portfolio Management
Kansas
$695K -$11.2K -39 -2%
FAM
750
Fairtree Asset Management
South Africa
$692K +$147K +510 +28%
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30
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