COR icon

Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
901
EverSource Wealth Advisors
Alabama
$552K -$23.9K -70 -4%
SF
902
Sun Financial
Utah
$552K +$557K +1,633 New
HFM
903
Harvest Fund Management
China
$550K -$388K -1,139 -41%
MWM
904
Meridian Wealth Management
Kentucky
$550K +$3.75K +11 +0.7%
HAIM
905
Hunter Associates Investment Management
Pennsylvania
$548K +$8.52K +25 +2%
CMBA
906
C.M. Bidwell & Associates
Hawaii
$548K -$168K -494 -23%
EA
907
Everpar Advisors
Oklahoma
$548K +$202K +594 +58%
JAG
908
Journey Advisory Group
Kentucky
$543K -$28.6K -84 -5%
AWMS
909
Advocacy Wealth Management Services
Georgia
$542K +$682 +2 +0.1%
DWT
910
Dorsey & Whitney Trust
South Dakota
$539K -$1.36K -4 -0.3%
SG
911
StoneX Group
New York
$537K -$71.9K -211 -12%
KWM
912
KFG Wealth Management
Indiana
$535K -$66.8K -196 -11%
WA
913
Wealth Architects
California
$533K -$1.02K -3 -0.2%
CIC
914
Chilton Investment Company
Connecticut
$531K +$35.5K +104 +7%
CFSG
915
Clark Financial Services Group
Missouri
$528K +$528K +1,549 New
EH
916
Equitable Holdings
New York
$525K -$50.1K -147 -9%
MCM
917
Monument Capital Management
Virginia
$524K – – –
OCM
918
One Capital Management
California
$524K +$3.07K +9 +0.6%
PF
919
Phoenix Financial
Israel
$524K +$141K +414 +36%
RPC
920
Rossmore Private Capital
Connecticut
$523K +$237K +695 +81%
USWIA
921
UP Strategic Wealth Investment Advisors
Pennsylvania
$522K – – –
EDRH
922
Edmond de Rothschild Holding
Switzerland
$519K – – –
FFM
923
Forum Financial Management
Illinois
$516K +$1.02K +3 +0.2%
TIM
924
Tevis Investment Management
Texas
$512K – – –
HCM
925
Howard Capital Management
Georgia
$508K +$2.04K +6 +0.4%
35 36
37
38 39