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McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
851
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$724K
PTC
852
Private Trust Company
Ohio
$722K +$20.9K +46 +3%
BWM
853
Buckley Wealth Management
Nevada
$722K +$709K +1,559 New
SWM
854
Seed Wealth Management
Illinois
$721K
PFA
855
Petra Financial Advisors
Colorado
$720K +$245K +539 +53%
FFB
856
First Financial Bankshares
Texas
$718K +$705K +1,550 New
GMFG
857
Greater Midwest Financial Group
Minnesota
$717K +$704K +1,548 New
AWA
858
Arete Wealth Advisors
Illinois
$713K
Fiera Capital (Canada)
859
Fiera Capital (Canada)
Quebec, Canada
$713K +$700K +1,540 New
EAM
860
Erste Asset Management
Austria
$712K +$708K +1,556 New
SAG
861
SageView Advisory Group
California
$710K +$659K +1,450 New
TA
862
Tectonic Advisors
Texas
$709K +$15.5K +34 +2%
RZH
863
Relyea Zuckerberg Hanson
Connecticut
$705K -$98.2K -216 -12%
DWM
864
Dakota Wealth Management
Florida
$703K +$104K +228 +18%
TWA
865
TCI Wealth Advisors
Arizona
$700K -$1.36K -3 -0.2%
DWA
866
Douglass Winthrop Advisors
New York
$700K +$9.55K +21 +1%
CCA
867
Cobblestone Capital Advisors
New York
$699K
KA
868
Kovack Advisors
Florida
$698K +$336K +739 +96%
OAM
869
Oppenheimer Asset Management
New York
$697K -$89.1K -196 -12%
CMI
870
Clare Market Investments
Texas
$697K +$457K +1,005 +201%
RWA
871
River Wealth Advisors
Pennsylvania
$696K -$32.3K -71 -5%
WFI
872
West Family Investments
California
$696K +$1.82K +4 +0.3%
CFG
873
Cooper Financial Group
California
$695K -$7.73K -17 -1%
TFCP
874
Twin Focus Capital Partners
Massachusetts
$694K
FPFS
875
First Personal Financial Services
North Carolina
$690K -$6.82K -15 -1%