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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
801
Montag & Caldwell
Georgia
$358K – – –
CGL
802
Clarius Group LLC
Washington
$358K -$16.9K -73 -4%
KCM
803
Kathmere Capital Management
Pennsylvania
$358K +$20.6K +89 +6%
PCM
804
Permanent Capital Management
Illinois
$356K +$275K +1,187 New
EIC
805
Equity Investment Corp
Georgia
$354K -$113K -490 -24%
PWMAG
806
Pinnacle Wealth Management Advisory Group
New Jersey
$354K -$25K -108 -6%
IIC
807
Ironwood Investment Counsel
Arizona
$354K -$4.63K -20 -1%
VFA
808
Valeo Financial Advisors
Indiana
$353K +$11.8K +51 +3%
FFA
809
Farther Finance Advisors
California
$351K +$47.9K +207 +15%
AWM
810
Aberdeen Wealth Management
Illinois
$345K +$13.9K +60 +4%
SAM
811
Sompo Asset Management
Japan
$342K -$30.1K -130 -8%
CCA
812
Childress Capital Advisors
Texas
$340K -$3.24K -14 -0.9%
OWA
813
One Wealth Advisors
California
$340K +$105K +455 +47%
RAM
814
Ramirez Asset Management
New York
$337K – – –
IA
815
Insight Advisors
Pennsylvania
$337K -$2.55K -11 -0.7%
FCP
816
Fidelis Capital Partners
Florida
$336K -$25K -108 -7%
CT
817
ClearAlpha Technologies
Connecticut
$336K -$121K -523 -26%
WA
818
Wealth Architects
California
$334K +$343K +1,483 New
RCAG
819
Rehmann Capital Advisory Group
Michigan
$334K +$23.2K +100 +7%
TIM
820
Tevis Investment Management
Texas
$333K +$16K +69 +5%
AA
821
ALPS Advisors
Colorado
$327K -$1.62K -7 -0.5%
BMCM
822
Burns Matteson Capital Management
New York
$327K +$337K +1,453 New
BTI
823
Blue Trust Inc
Georgia
$323K +$114K +491 +59%
BBHC
824
Brown Brothers Harriman & Co
New York
$321K +$7.64K +33 +2%
VAS
825
Vestmark Advisory Solutions
Massachusetts
$321K +$330K +1,425 New
31 32
33
34 35