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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1026
MCF Advisors
Kentucky
$951K +$164K +207 +20%
PPW
1027
Parcion Private Wealth
Washington
$951K -$62.6K -79 -6%
MMPW
1028
Mitchell McLeod Pugh & Williams
Alabama
$946K – – –
SP
1029
Sequent Planning
Nebraska
$942K -$268K -338 -21%
GSWM
1030
Golden State Wealth Management
California
$936K -$23K -29 -2%
OPA
1031
Old Port Advisors
Maine
$935K -$56.3K -71 -5%
FCMC
1032
Founders Capital Management (Connecticut)
Connecticut
$928K -$117K -148 -11%
VA
1033
Valmark Advisers
Ohio
$920K +$178K +225 +23%
HR
1034
Howe & Rusling
New York
$913K -$36.5K -46 -4%
AWM
1035
Aries Wealth Management
Maine
$913K – – –
AU
1036
Algebris (UK)
United Kingdom
$908K -$567K -715 -37%
PWMAG
1037
Pinnacle Wealth Management Advisory Group
New Jersey
$908K +$15.1K +19 +2%
CBTWT
1038
Community Bank & Trust (Waco, Texas)
Texas
$907K – – –
CFP
1039
Catalyst Financial Partners
Massachusetts
$907K +$64.2K +81 +7%
IFWM
1040
Institute for Wealth Management
Colorado
$905K -$6.34K -8 -0.7%
SAG
1041
SageView Advisory Group
California
$905K -$53.1K -67 -5%
MYAM
1042
Meiji Yasuda Asset Management
Japan
$895K -$561K -708 -37%
EW
1043
Elyxium Wealth
California
$892K +$573K +723 +158%
AP
1044
Anchyra Partners
Georgia
$891K +$3.96K +5 +0.4%
FWM
1045
Forza Wealth Management
Florida
$883K – – –
AFP
1046
Ausdal Financial Partners
Iowa
$882K +$20.6K +26 +2%
EI
1047
Ellevest Inc
New York
$881K +$51.5K +65 +6%
EIA
1048
Eldridge Investment Advisors
New Hampshire
$880K – – –
SAM
1049
Sagewood Asset Management
New York
$879K +$205K +258 +29%
FCM
1050
Fell Capital Management
California
$876K -$19.8K -25 -2%
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42
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