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McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
801
Douglass Winthrop Advisors
New York
$637K
TYCC
802
Texas Yale Capital Corp
Florida
$637K
JSL
803
JT Stratford LLC
Georgia
$634K +$10.8K +28 +2%
WJWM
804
Williams Jones Wealth Management
New York
$630K -$38.4K -100 -6%
IA
805
IFP Advisors
Florida
$630K +$17.3K +45 +3%
BDF
806
Black Diamond Financial
Maryland
$629K
FWM
807
Forza Wealth Management
Florida
$629K +$2.69K +7 +0.5%
CC
808
Courier Capital
New York
$627K
VCA
809
Verdence Capital Advisors
Maryland
$626K -$22.7K -59 -4%
TFA
810
Transamerica Financial Advisors
Florida
$623K +$68K +177 +14%
AIM
811
Athena Investment Management
California
$619K -$1.54K -4 -0.3%
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$619K
SI
813
Stephens Inc
Arkansas
$617K +$23.4K +61 +4%
OIA
814
Optimum Investment Advisors
Illinois
$616K
MWM
815
Mission Wealth Management
California
$609K +$8.46K +22 +2%
SWM
816
Seed Wealth Management
Illinois
$608K
AAIS
817
ABN AMRO Investment Solutions
$603K +$181K +470 +50%
WTB
818
Washington Trust Bank
Washington
$601K
SAM
819
Silvercrest Asset Management
New York
$600K +$5.76K +15 +1%
TSS
820
Thomas Story & Son
Indiana
$598K
SBF
821
Sara-Bay Financial
Florida
$598K -$23.4K -61 -4%
HI
822
Humankind Investments
New York
$597K -$458K -1,192 -46%
CCA
823
Checchi Capital Advisers
California
$581K -$1.15K -3 -0.2%
SPIA
824
Steward Partners Investment Advisory
New York
$578K -$38.4K -100 -7%
BO
825
Bank OZK
Arkansas
$566K +$509K +1,324 New