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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
826
Polymer Capital Management
New York
$471K -$853K -2,960 -64%
CIC
827
Carnegie Investment Counsel
Ohio
$470K – – –
AWMS
828
Advocacy Wealth Management Services
Georgia
$470K +$15.3K +53 +3%
O
829
Ossiam
France
$459K -$3.94M -13,667 -89%
CIS
830
Custom Index Systems
New York
$456K +$16.7K +58 +4%
LFG
831
Larson Financial Group
Missouri
$455K -$377K -1,307 -45%
ST
832
Smithfield Trust
Pennsylvania
$455K – – –
PE
833
PCM Encore
Colorado
$451K -$51.9K -180 -10%
SAM
834
Seelaus Asset Management
New Jersey
$450K -$43.2K -150 -9%
FIA
835
Foundations Investment Advisors
Arizona
$448K +$22.2K +77 +5%
CA
836
Claro Advisors
Massachusetts
$446K -$61.7K -214 -12%
CWM
837
Compass Wealth Management
Connecticut
$446K +$455K +1,577 New
WA
838
Wealth Architects
California
$446K +$2.31K +8 +0.5%
MWM
839
Meridian Wealth Management
Kentucky
$446K +$8.07K +28 +2%
PCS
840
Personal CFO Solutions
New Jersey
$445K +$221K +766 +95%
DWT
841
Dorsey & Whitney Trust
South Dakota
$441K -$16.1K -56 -3%
EFS
842
Essex Financial Services
Connecticut
$439K +$70.1K +243 +19%
CWM
843
Cornerstone Wealth Management
Missouri
$438K +$232K +804 +108%
CF
844
Centaurus Financial
California
$437K -$42.7K -148 -9%
AW
845
Alteri Wealth
California
$436K +$103K +357 +30%
NAAA
846
New Age Alpha Advisors
New York
$434K -$2.04M -7,073 -82%
RDFA
847
Ritter Daniher Financial Advisory
Ohio
$431K -$50.7K -176 -10%
HHRDM
848
H&H Retirement Design & Management
Nevada
$428K +$4.9K +17 +1%
AWM
849
Aprio Wealth Management
Georgia
$427K -$32.3K -112 -7%
SFG
850
Strive Financial Group
Indiana
$427K -$1.64M -5,675 -79%
32 33
34
35 36