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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
851
Monument Capital Management
Virginia
$952K – – –
VFA
852
Voya Financial Advisors
Connecticut
$951K +$77.8K +139 +9%
BAM
853
Belpointe Asset Management
Nevada
$945K +$56K +100 +6%
KPPF
854
Klein Pavlis & Peasley Financial
California
$939K -$9.52K -17 -1%
CCM
855
Carlson Capital Management
Minnesota
$932K +$2.8K +5 +0.3%
CRIG
856
Charter Research & Investment Group
Connecticut
$931K – – –
CIS
857
Custom Index Systems
New York
$924K -$190K -339 -17%
PCIA
858
Prime Capital Investment Advisors
Kansas
$924K +$6.72K +12 +0.7%
PRP
859
Peak Retirement Planning
Ohio
$919K +$934K +1,668 New
LA
860
LBP AM
France
$916K +$900K +1,607 New
VT
861
Vise Technologies
New York
$912K +$506K +904 +130%
WFC
862
Western Financial Corp
California
$909K +$37K +66 +4%
TAM
863
Trust Asset Management
Texas
$905K – – –
TNB
864
Thomasville National Bank
Georgia
$904K -$2.24K -4 -0.3%
HNB
865
Hilltop National Bank
Wyoming
$903K -$1.26M -2,241 -59%
GWANC
866
Guardian Wealth Advisors (North Carolina)
North Carolina
$902K +$11.2K +20 +1%
DWM
867
Dakota Wealth Management
Florida
$902K +$24.1K +43 +3%
HIM
868
Hillsdale Investment Management
Ontario, Canada
$900K +$56K +100 +7%
PFGIA
869
Patriot Financial Group Insurance Agency
Massachusetts
$899K +$73.9K +132 +9%
TCM
870
Twin Capital Management
Pennsylvania
$895K -$16.2K -29 -2%
PCM
871
Penserra Capital Management
California
$895K +$281K +501 +47%
JWCA
872
J.W. Coons Advisors
Ohio
$895K -$84K -150 -9%
MIM
873
Morningstar Investment Management
Illinois
$891K – – –
PWP
874
Perfromance Wealth Partners
Illinois
$891K -$170K -303 -16%
CT
875
Coastline Trust
Rhode Island
$889K -$56K -100 -6%
33 34
35
36 37