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Cencora
COR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1201
True Wealth Design
Ohio
$1.8K +$235 +1 +14%
AP
1202
Aspect Partners
Virginia
$1.57K +$470 +2 +40%
PWA
1203
Principia Wealth Advisory
Texas
$1.57K +$1.65K +7 New
HWP
1204
Highline Wealth Partners
California
$1.35K +$941 +4 +200%
CAWM
1205
Capital A Wealth Management
Pennsylvania
$1.35K +$1.41K +6 New
CF
1206
Conquis Financial
California
$1.35K +$1.41K +6 New
NS
1207
NBC Securities
Alabama
$1.34K -$1.33M -5,675 -100%
VWA
1208
Valued Wealth Advisors
Utah
$1.14K – – –
LDB
1209
Lee, Danner & Bass
Tennessee
$1.12K +$1.18K +5 New
PMAM
1210
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
LIS
1211
Legacy Investment Solutions
Idaho
$992 – – –
LWMI
1212
Legacy Wealth Management (Idaho)
Idaho
$992 – – –
TFA
1213
Toth Financial Advisory
Virginia
$906 – – –
TCM
1214
TD Capital Management
Tennessee
$905 – – –
BCMLT
1215
Beacon Capital Management LLC (Tennessee)
Tennessee
$901 – – –
HCA
1216
Heck Capital Advisors
Wisconsin
$899 +$941 +4 New
HWA
1217
HHM Wealth Advisors
Tennessee
$899 +$941 +4 New
SSB
1218
Sandy Spring Bank
Maryland
$899 +$941 +4 New
SWA
1219
SOA Wealth Advisors
New York
$699 – – –
WW
1220
Winnow Wealth
Texas
$684 +$941 +4 New
LWANC
1221
Laurel Wealth Advisors (North Carolina)
North Carolina
$675 – – –
BFPW
1222
BOK Financial Private Wealth
Colorado
$675 +$706 +3 New
PWA
1223
Physician Wealth Advisors
Utah
$675 +$706 +3 New
WCM
1224
WealthTrak Capital Management
Virginia
$675 +$706 +3 New
NC
1225
NewSquare Capital
Pennsylvania
$674 -$4.69M -19,948 -100%
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