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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1026
Mitchell McLeod Pugh & Williams
Alabama
$946K – – –
SP
1027
Sequent Planning
Nebraska
$942K -$268K -338 -21%
GSWM
1028
Golden State Wealth Management
California
$936K -$23K -29 -2%
OPA
1029
Old Port Advisors
Maine
$935K -$56.3K -71 -5%
FCMC
1030
Founders Capital Management (Connecticut)
Connecticut
$928K -$117K -148 -11%
VA
1031
Valmark Advisers
Ohio
$920K +$178K +225 +23%
HR
1032
Howe & Rusling
New York
$913K -$36.5K -46 -4%
AWM
1033
Aries Wealth Management
Maine
$913K – – –
AU
1034
Algebris (UK)
United Kingdom
$908K -$567K -715 -37%
PWMAG
1035
Pinnacle Wealth Management Advisory Group
New Jersey
$908K +$15.1K +19 +2%
CBTWT
1036
Community Bank & Trust (Waco, Texas)
Texas
$907K – – –
CFP
1037
Catalyst Financial Partners
Massachusetts
$907K +$64.2K +81 +7%
IFWM
1038
Institute for Wealth Management
Colorado
$905K -$6.34K -8 -0.7%
SAG
1039
SageView Advisory Group
California
$905K -$53.1K -67 -5%
MYAM
1040
Meiji Yasuda Asset Management
Japan
$895K -$561K -708 -37%
EW
1041
Elyxium Wealth
California
$892K +$573K +723 +158%
AP
1042
Anchyra Partners
Georgia
$891K +$3.96K +5 +0.4%
FWM
1043
Forza Wealth Management
Florida
$883K – – –
AFP
1044
Ausdal Financial Partners
Iowa
$882K +$20.6K +26 +2%
EI
1045
Ellevest Inc
New York
$881K +$51.5K +65 +6%
EIA
1046
Eldridge Investment Advisors
New Hampshire
$880K – – –
SAM
1047
Sagewood Asset Management
New York
$879K +$205K +258 +29%
FCM
1048
Fell Capital Management
California
$876K -$19.8K -25 -2%
VFA
1049
Valeo Financial Advisors
Indiana
$876K +$92K +116 +11%
SAI
1050
Savvy Advisors Inc
New York
$875K +$38.1K +48 +4%
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42
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