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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1026
Grand Wealth Management
Michigan
$314K – – –
SSW
1027
Smith Shellnut Wilson
Mississippi
$314K – – –
FPW
1028
Flywheel Private Wealth
California
$312K – – –
FHB
1029
First Hawaiian Bank
Hawaii
$311K – – –
PSB
1030
Piscataqua Savings Bank
New Hampshire
$306K -$52.4K -150 -13%
MWM
1031
Modera Wealth Management
New Jersey
$306K -$44K -126 -11%
WJWM
1032
Williams Jones Wealth Management
New York
$306K +$43.6K +125 +15%
JF
1033
JMN Financial
Ohio
$305K +$110K +315 +48%
FMWA
1034
Forvis Mazars Wealth Advisors
Missouri
$304K -$29.3K -84 -8%
CFG
1035
Cooper Financial Group
California
$301K -$8.73K -25 -3%
HIP
1036
HUB Investment Partners
Texas
$301K +$334K +958 New
MAG
1037
M3 Advisory Group
Massachusetts
$300K +$1.75K +5 +0.5%
ILI
1038
Invesco LLC (Illinois)
Illinois
$300K – – –
UB
1039
UMB Bank
Missouri
$300K -$3.14K -9 -0.9%
MW
1040
Marble Wealth
Alabama
$300K -$99.2K -284 -23%
RCA
1041
Resonant Capital Advisors
Wisconsin
$299K +$54.8K +157 +20%
OA
1042
Operose Advisors
Wisconsin
$298K – – –
BPWM
1043
Badgley Phelps Wealth Managers
Washington
$298K +$349 +1 +0.1%
AAS
1044
Ameritas Advisory Services
Nebraska
$297K -$44.7K -128 -12%
TFA
1045
Transamerica Financial Advisors
Florida
$295K +$120K +344 +58%
SEP
1046
Signature Equity Partners
Ohio
$294K +$14.3K +41 +5%
KCP
1047
Kera Capital Partners
California
$294K – – –
MPWT
1048
MassMutual Private Wealth & Trust
Connecticut
$292K -$35.3K -101 -10%
DAM
1049
Diamant Asset Management
Connecticut
$292K – – –
BF
1050
BOK Financial
Oklahoma
$290K -$698 -2 -0.2%
40 41
42
43 44