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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
751
Client 1st Advisory Group
Florida
$826K +$36.3K +104 +4%
SFI
752
Siemens Fonds Invest
Germany
$823K +$14.3K +41 +2%
CIA
753
Cape Investment Advisory
Georgia
$811K -$37.7K -108 -4%
GIM
754
Generali Investments Management
Slovenia
$810K +$259K +742 +40%
UBP
755
Union Bancaire Privee
Switzerland
$806K +$69.8K +200 +8%
APA
756
Astoria Portfolio Advisors
New York
$802K +$53.1K +152 +6%
TCPW
757
Twin City Private Wealth
North Carolina
$801K +$32.5K +93 +4%
TSW
758
Three Seasons Wealth
Utah
$799K +$889K +2,545 New
DEA
759
DoubleLine ETF Adviser
Florida
$798K +$887K +2,541 New
SIM
760
Samara Investment Management
Oregon
$795K +$883K +2,530 New
BOS
761
Bank of Stockton
California
$794K – – –
BG
762
Bahl & Gaynor
Ohio
$790K -$8.73K -25 -1%
PWM
763
Perigon Wealth Management
California
$787K +$4.54K +13 +0.5%
CCT
764
Capital City Trust
Florida
$781K – – –
BAM
765
Blueshift Asset Management
New Jersey
$779K +$146K +418 +20%
MM
766
MQS Management
New York
$772K +$17.5K +50 +2%
CIC
767
Cutler Investment Counsel
Oregon
$770K – – –
DAS
768
Dynamic Advisor Solutions
Arizona
$769K +$232K +665 +37%
BEAM
769
Baker Ellis Asset Management
Washington
$768K -$69.8K -200 -8%
RT
770
Rockland Trust
Massachusetts
$767K – – –
EWM
771
Evercore Wealth Management
New York
$767K – – –
PP
772
PDS Planning
Ohio
$762K +$12.2K +35 +1%
PA
773
Procyon Advisors
Connecticut
$762K +$92.9K +266 +12%
CWG
774
Cornerstone Wealth Group
North Carolina
$760K +$13.3K +38 +2%
KWM
775
Kingsview Wealth Management
Oregon
$757K +$185K +531 +28%
29 30
31
32 33