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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
876
Monument Capital Management
Virginia
$485K -$25K -85 -5%
KP
877
Keel Point
Alabama
$484K -$24.7K -84 -5%
OCM
878
One Capital Management
California
$482K +$454K +1,542 New
EDRH
879
Edmond de Rothschild Holding
Switzerland
$480K – – –
FFM
880
Forum Financial Management
Illinois
$477K +$48.6K +165 +12%
CIC
881
Carnegie Investment Counsel
Ohio
$475K – – –
HHRDM
882
H&H Retirement Design & Management
Nevada
$474K -$14.7K -50 -4%
MYLI
883
Meiji Yasuda Life Insurance
Japan
$473K -$67.7K -230 -13%
LAM
884
L2 Asset Management
Massachusetts
$471K +$200K +680 +82%
AR
885
Apeiron RIA
Texas
$470K -$164K -556 -27%
CM
886
Caption Management
Oklahoma
$469K +$441K +1,500 New
HCM
887
Howard Capital Management
Georgia
$468K +$10.9K +37 +3%
FMWA
888
Forvis Mazars Wealth Advisors
Missouri
$467K +$6.47K +22 +1%
USWIA
889
UP Strategic Wealth Investment Advisors
Pennsylvania
$464K +$7.06K +24 +2%
SCA
890
Snowden Capital Advisors
New York
$463K +$2.94K +10 +0.7%
CIC
891
Chilton Investment Company
Connecticut
$459K +$432K +1,468 New
GIC
892
Generali Investments CEE
Czech Republic
$456K +$162K +550 +60%
OF
893
Optimize Financial
California
$454K +$427K +1,452 New
AWM
894
Aberdeen Wealth Management
Illinois
$447K – – –
RIG
895
RiverFront Investment Group
Virginia
$438K – – –
PPWP
896
Premier Path Wealth Partners
New Jersey
$437K +$5.59K +19 +1%
BFM
897
Boothbay Fund Management
New York
$436K -$6.7M -22,766 -94%
CSPIA
898
Cary Street Partners Investment Advisory
Virginia
$435K +$36.8K +125 +10%
PP
899
PDS Planning
Ohio
$434K +$18.8K +64 +5%
SYBT
900
Stock Yards Bank & Trust
Kentucky
$433K – – –
34 35
36
37 38