We are live on ! Find out more
MCK icon

McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
951
Meriwether Wealth & Planning
Louisiana
$903K -$14.8K -21 -2%
JSC
952
Jackson Square Capital
California
$899K – – –
CBTWT
953
Community Bank & Trust (Waco, Texas)
Texas
$898K – – –
SAM
954
Smartleaf Asset Management
Massachusetts
$898K -$150K -212 -15%
TA
955
TruWealth Advisors
Louisiana
$896K +$48K +68 +6%
AFG
956
Atomi Financial Group
New York
$895K +$38.8K +55 +5%
HAG
957
HF Advisory Group
Maryland
$895K -$72.7K -103 -8%
BWM
958
Buckley Wealth Management
Nevada
$894K -$8.47K -12 -1%
SBF
959
Sara-Bay Financial
Florida
$890K -$18.3K -26 -2%
IFWM
960
Institute for Wealth Management
Colorado
$888K – – –
AWM
961
Aries Wealth Management
Maine
$885K – – –
FRM
962
Fox Run Management
Connecticut
$884K -$704K -997 -45%
WFC
963
Western Financial Corp
California
$882K -$60.7K -86 -7%
TFCP
964
Twin Focus Capital Partners
Massachusetts
$879K – – –
PP
965
PDS Planning
Ohio
$876K +$62.8K +89 +8%
PPW
966
Parcion Private Wealth
Washington
$873K +$12K +17 +1%
VA
967
VestGen Advisors
Illinois
$871K +$218K +309 +34%
QIM
968
Quantitative Investment Management
Virginia
$868K +$836K +1,185 New
HSA
969
HBK Sorce Advisory
Pennsylvania
$866K +$11.3K +16 +1%
OCM
970
One Capital Management
California
$866K -$332K -471 -28%
AWS
971
Atria Wealth Solutions
New York
$866K -$3.67M -5,206 -81%
AIP
972
Ameritas Investment Partners
Nebraska
$865K -$9.17K -13 -1%
QC
973
Quent Capital
New York
$862K -$84.7K -120 -9%
JSW
974
Journey Strategic Wealth
New Jersey
$857K +$244K +346 +42%
IWM
975
IHT Wealth Management
Illinois
$856K +$74.8K +106 +10%
37 38
39
40 41