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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
1076
American Institute for Advanced Investment Management
Arizona
$184K +$3.67M +14,627 New
AT
1077
Avalon Trust
New Mexico
$178K -$100K -400 -38%
CT
1078
Coastline Trust
Rhode Island
$175K -$29.6K -118 -16%
WSFS
1079
Wilmington Savings Fund Society
Delaware
$174K +$1.26K +5 +0.8%
BWL
1080
Bogart Wealth LLC
Virginia
$173K +$2.26K +9 +1%
PW
1081
Pandora Wealth
Illinois
$172K +$156K +620 New
CSB
1082
City State Bank
Iowa
$172K – – –
WA
1083
Whipplewood Advisors
Colorado
$171K -$16.1K -64 -11%
SOS
1084
Silver Oak Securities
Tennessee
$169K +$154K +613 New
WTFG
1085
Wood Tarver Financial Group
Idaho
$169K – – –
LI
1086
Louisbourg Investments
New Brunswick, Canada
$167K +$28.1K +112 +23%
JFGIW
1087
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K -$60.5K -241 -29%
GWSG
1088
GPS Wealth Strategies Group
Colorado
$164K – – –
MEG
1089
Millstone Evans Group
Colorado
$162K – – –
EB
1090
Eastern Bank
Massachusetts
$161K – – –
CPBTD
1091
Central Pacific Bank - Trust Division
Hawaii
$154K – – –
ZBNA
1092
Zions Bancorporation, National Association
Utah
$152K +$137K +546 New
HFM
1093
Harvest Fund Management
China
$148K +$133K +531 New
CYG
1094
Clean Yield Group
Vermont
$139K -$2.01K -8 -2%
QC
1095
Quent Capital
New York
$136K +$4.77K +19 +4%
ABWM
1096
Alpine Bank Wealth Management
Colorado
$131K +$119K +472 New
CH
1097
Cromwell Holdings
Wyoming
$125K +$9.8K +39 +9%
CT
1098
Colonial Trust
South Carolina
$122K +$2.01K +8 +2%
WAOTB
1099
Wealth Advisors of Tampa Bay
Florida
$122K +$110K +438 New
CG
1100
Curat Global
New Hampshire
$111K +$100K +400 New
42 43
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