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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
901
Trivium Point Advisory
Connecticut
$491K -$83.1K -238 -13%
CIS
902
Custom Index Systems
New York
$488K +$543K +1,554 New
MCM
903
Monument Capital Management
Virginia
$488K +$349 +1 +0.1%
KWM
904
KFG Wealth Management
Indiana
$486K -$12.6K -36 -2%
MWM
905
Meridian Wealth Management
Kentucky
$486K -$28.3K -81 -5%
EDRH
906
Edmond de Rothschild Holding
Switzerland
$483K – – –
PPWP
907
Premier Path Wealth Partners
New Jersey
$477K +$6.98K +20 +1%
FIA
908
Foundations Investment Advisors
Arizona
$473K +$7.68K +22 +1%
AWA
909
Aaron Wealth Advisors
Illinois
$473K -$156K -448 -23%
PL
910
Plancorp LLC
Missouri
$471K +$58K +166 +13%
RAM
911
Ramirez Asset Management
New York
$470K -$52.4K -150 -9%
RPC
912
Rossmore Private Capital
Connecticut
$467K -$20.9K -60 -4%
AU
913
AlphaGrep UK
$465K -$290K -830 -36%
LCWP
914
Legacy Capital Wealth Partners
Arkansas
$464K -$218K -625 -30%
DMBA
915
Deseret Mutual Benefit Administrators
Utah
$457K +$227K +651 +81%
SPC
916
Sigma Planning Corp
Michigan
$457K -$130K -371 -20%
SCM
917
Stevens Capital Management
Pennsylvania
$456K -$187K -535 -27%
AWM
918
Aberdeen Wealth Management
Illinois
$450K – – –
VA
919
Valmark Advisers
Ohio
$449K +$87.3K +250 +21%
KOCAA
920
Knights of Columbus Asset Advisors
Connecticut
$446K -$14.2M -40,804 -97%
CSPIA
921
Cary Street Partners Investment Advisory
Virginia
$446K -$6.63K -19 -1%
NC
922
nVerses Capital
Florida
$446K +$495K +1,419 New
SAI
923
Savvy Advisors Inc
New York
$445K +$38.4K +110 +8%
RIG
924
RiverFront Investment Group
Virginia
$445K +$3.84K +11 +0.8%
SYBT
925
Stock Yards Bank & Trust
Kentucky
$442K +$6.63K +19 +1%
35 36
37
38 39