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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
901
Harvest Fund Management
China
$550K -$388K -1,139 -41%
MWM
902
Meridian Wealth Management
Kentucky
$550K +$3.75K +11 +0.7%
HAIM
903
Hunter Associates Investment Management
Pennsylvania
$548K +$8.52K +25 +2%
CMBA
904
C.M. Bidwell & Associates
Hawaii
$548K -$168K -494 -23%
EA
905
Everpar Advisors
Oklahoma
$548K +$202K +594 +58%
JAG
906
Journey Advisory Group
Kentucky
$543K -$28.6K -84 -5%
AWMS
907
Advocacy Wealth Management Services
Georgia
$542K +$682 +2 +0.1%
DWT
908
Dorsey & Whitney Trust
South Dakota
$539K -$1.36K -4 -0.3%
SG
909
StoneX Group
New York
$537K -$71.9K -211 -12%
KWM
910
KFG Wealth Management
Indiana
$535K -$66.8K -196 -11%
WA
911
Wealth Architects
California
$533K -$1.02K -3 -0.2%
CIC
912
Chilton Investment Company
Connecticut
$531K +$35.5K +104 +7%
CFSG
913
Clark Financial Services Group
Missouri
$528K +$528K +1,549 New
EH
914
Equitable Holdings
New York
$525K -$50.1K -147 -9%
MCM
915
Monument Capital Management
Virginia
$524K – – –
OCM
916
One Capital Management
California
$524K +$3.07K +9 +0.6%
PF
917
Phoenix Financial
Israel
$524K +$141K +414 +36%
RPC
918
Rossmore Private Capital
Connecticut
$523K +$237K +695 +81%
USWIA
919
UP Strategic Wealth Investment Advisors
Pennsylvania
$522K – – –
EDRH
920
Edmond de Rothschild Holding
Switzerland
$519K – – –
FFM
921
Forum Financial Management
Illinois
$516K +$1.02K +3 +0.2%
TIM
922
Tevis Investment Management
Texas
$512K – – –
HCM
923
Howard Capital Management
Georgia
$508K +$2.04K +6 +0.4%
AFG
924
Atomi Financial Group
New York
$508K +$112K +330 +28%
MG
925
Marex Group
$507K +$512K +1,501 New
35 36
37
38 39