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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
801
Crux Wealth Advisors
California
$735K -$13.3K -39 -2%
JCM
802
J2 Capital Management
Michigan
$734K -$64.1K -188 -8%
AIM
803
Anchor Investment Management
South Carolina
$730K -$3.41K -10 -0.5%
PA
804
Procyon Advisors
Connecticut
$729K +$120K +352 +19%
FCP
805
Fidelis Capital Partners
Florida
$727K +$8.18K +24 +1%
SAM
806
Smartleaf Asset Management
Massachusetts
$727K +$168K +494 +30%
BRWA
807
B. Riley Wealth Advisors
Florida
$724K +$1.02K +3 +0.1%
MPM
808
Meritage Portfolio Management
Kansas
$721K – – –
PMG
809
ProVise Management Group
Florida
$720K -$7.16K -21 -1%
HAG
810
HF Advisory Group
Maryland
$717K -$123K -360 -15%
ST
811
Sageworth Trust
Pennsylvania
$715K -$7.84K -23 -1%
VHAM
812
Van Hulzen Asset Management
California
$714K +$4.09K +12 +0.6%
GSEP
813
Golden State Equity Partners
California
$711K +$117K +344 +20%
HT
814
Headlands Technologies
Illinois
$711K +$718K +2,105 New
RCAG
815
Rehmann Capital Advisory Group
Michigan
$710K +$68.5K +201 +11%
LCWP
816
Legacy Capital Wealth Partners
Arkansas
$710K -$26.9K -79 -4%
KCFA
817
Key Client Fiduciary Advisors
New Jersey
$705K – – –
N
818
Numerai
California
$703K +$709K +2,080 New
PIM
819
Plato Investment Management
Australia
$701K – – –
GPWA
820
Gaddis Premier Wealth Advisors
Oklahoma
$701K +$708K +2,076 New
BFG
821
Beacon Financial Group
Texas
$698K +$2.39K +7 +0.3%
PTC
822
Private Trust Company
Ohio
$697K +$3.07K +9 +0.4%
LL
823
LPWM LLC
Minnesota
$697K +$703K +2,063 New
BAM
824
Blueshift Asset Management
New Jersey
$696K +$703K +2,062 New
WB
825
WesBanco Bank
West Virginia
$681K -$124K -364 -15%
31 32
33
34 35