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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1026
Sendero Wealth Management
Texas
$561K – – –
AT
1027
Arlington Trust
Alabama
$561K – – –
BCG
1028
BayBridge Capital Group
California
$560K -$2.24K -4 -0.4%
CCA
1029
Cobblestone Capital Advisors
New York
$559K -$364K -650 -40%
PL
1030
Plancorp LLC
Missouri
$559K +$7.84K +14 +1%
FCCM
1031
First City Capital Management
Georgia
$557K – – –
CC
1032
Courier Capital
New York
$556K -$56K -100 -9%
CIC
1033
Carnegie Investment Counsel
Ohio
$554K +$1.12K +2 +0.2%
EP
1034
Edgestream Partners
New Jersey
$553K -$128K -228 -19%
TCA
1035
Transcend Capital Advisors
New Jersey
$552K +$17.9K +32 +3%
IFU
1036
iSAM Funds (UK)
United Kingdom
$548K +$539K +962 New
BOM
1037
Bank of Marin
California
$547K – – –
MMPW
1038
Mitchell McLeod Pugh & Williams
Alabama
$547K -$67.8K -121 -11%
EW
1039
Evoke Wealth
California
$545K +$99.1K +177 +23%
GGS
1040
Galvin Gaustad & Stein
Arizona
$544K -$21.8K -39 -4%
TPWA
1041
Twin Peaks Wealth Advisors
California
$543K +$14.6K +26 +3%
CWP
1042
Cyndeo Wealth Partners
Florida
$543K -$1.12K -2 -0.2%
PP
1043
PDS Planning
Ohio
$540K -$560 -1 -0.1%
BBNA
1044
Bremer Bank National Association
Minnesota
$539K -$6.17M -11,016 -92%
SIM
1045
Stratos Investment Management
Ohio
$536K -$87.4K -156 -14%
SAM
1046
Sompo Asset Management
Japan
$536K +$151K +270 +40%
SB
1047
Simmons Bank
Arkansas
$533K -$56K -100 -10%
FWTB
1048
First Western Trust Bank
Colorado
$531K +$10.1K +18 +2%
GLLW
1049
Graves Light Lenhart Wealth
Virginia
$530K – – –
ACS
1050
Archford Capital Strategies
Illinois
$529K -$10.6K -19 -2%
40 41
42
43 44