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McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
IP
951
Intellectus Partners
California
$1.02M -$749K -1,064 -45%
MMPW
952
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$142K +201 +19%
PWM
953
Perigon Wealth Management
California
$1.01M +$127K +181 +16%
CL
954
CSS LLC
Illinois
$1.01M +$14.1K +20 +2%
BBHC
955
Brown Brothers Harriman & Co
New York
$1.01M +$30.3K +43 +3%
BF
956
BOK Financial
Oklahoma
$1.01M +$142K +201 +18%
FWM
957
Forza Wealth Management
Florida
$1M -$14.1K -20 -2%
OPA
958
Old Port Advisors
Maine
$1M -$15.5K -22 -2%
XT
959
XTX Topco
Cayman Islands
$998K +$910K +1,292 New
AWM
960
Axxcess Wealth Management
California
$996K +$275K +391 +44%
TA
961
TruWealth Advisors
Louisiana
$994K +$45.1K +64 +5%
IIC
962
Integrated Investment Consultants
Michigan
$983K -$337K -479 -27%
GSWM
963
Golden State Wealth Management
California
$980K
EW
964
Evoke Wealth
California
$973K -$66.2K -94 -7%
WFC
965
Western Financial Corp
California
$951K +$19.7K +28 +2%
CI
966
Cigna Investments
Connecticut
$951K -$7.04K -10 -0.8%
CBTWT
967
Community Bank & Trust (Waco, Texas)
Texas
$946K
DDC
968
DF Dent & Co
Maryland
$946K +$862K +1,224 New
SMA
969
Sage Mountain Advisors
Georgia
$945K -$113K -160 -12%
MWP
970
Meriwether Wealth & Planning
Louisiana
$945K -$6.34K -9 -0.7%
SBF
971
Sara-Bay Financial
Florida
$939K
KF
972
Krilogy Financial
Missouri
$938K +$782K +1,111 New
IFWM
973
Institute for Wealth Management
Colorado
$936K
PP
974
PDS Planning
Ohio
$934K +$9.15K +13 +1%
AWM
975
Aries Wealth Management
Maine
$933K