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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1001
Balboa Wealth Partners
Arizona
$614K +$251K +449 +71%
RYIA
1002
Roehl & Yi Investment Advisors
Oregon
$613K +$603K +1,076 New
DTC
1003
Davidson Trust Company
Washington
$612K – – –
TA
1004
TruWealth Advisors
Louisiana
$612K +$50.4K +90 +9%
AFG
1005
Atomi Financial Group
New York
$611K +$119K +213 +25%
BIG
1006
Brooklyn Investment Group
New York
$609K +$15.1K +27 +3%
OFS
1007
OneAscent Financial Services
Alabama
$601K +$206K +367 +53%
DC
1008
DeDora Capital
California
$601K +$7.84K +14 +1%
KA
1009
KLCM Advisors
Wisconsin
$596K – – –
VVP
1010
Venture Visionary Partners
Ohio
$586K +$164K +292 +40%
SAG
1011
SageView Advisory Group
California
$586K +$42K +75 +8%
DFCM
1012
Dark Forest Capital Management
Puerto Rico
$584K +$258K +460 +81%
IP
1013
Isthmus Partners
Wisconsin
$581K – – –
TC
1014
Trilogy Capital
California
$581K -$11.8K -21 -2%
AFA
1015
Avant Financial Advisors
Texas
$578K +$568K +1,014 New
GL
1016
Graypoint LLC
New York
$573K +$21.3K +38 +4%
CPBTD
1017
Central Pacific Bank - Trust Division
Hawaii
$571K -$281K -502 -33%
VF
1018
Virtu Financial
New York
$570K +$560K +1,000 New
HA
1019
Harbor Advisors
Florida
$570K – – –
OWA
1020
Opal Wealth Advisors
New York
$570K +$22.4K +40 +4%
FS
1021
Financially Speaking
Colorado
$570K +$560K +1,000 New
SWP
1022
Strategic Wealth Partners
Ohio
$568K +$158K +282 +43%
IWM
1023
IHT Wealth Management
Illinois
$564K -$74.5K -133 -12%
CCA
1024
Coign Capital Advisors
Utah
$561K +$551K +984 New
DOA
1025
D'Orazio & Associates
Virginia
$561K -$4.48K -8 -0.8%
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