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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1026
Coign Capital Advisors
Utah
$783K +$54.2K +77 +8%
TCA
1027
Transcend Capital Advisors
New Jersey
$782K -$206K -292 -22%
HA
1028
Harbor Advisors
Florida
$773K – – –
MA
1029
MCF Advisors
Kentucky
$771K +$187K +266 +36%
GWWM
1030
Great Waters Wealth Management
Minnesota
$766K – – –
IP
1031
Isthmus Partners
Wisconsin
$765K +$28.2K +40 +4%
SWM
1032
Sendero Wealth Management
Texas
$760K – – –
HBT
1033
Heartland Bank & Trust
Illinois
$759K -$11.3K -16 -2%
AIM
1034
Aigen Investment Management
New York
$759K +$692K +983 New
ICP
1035
Interchange Capital Partners
Pennsylvania
$756K +$69K +98 +11%
RS
1036
R Squared
Hong Kong
$751K +$685K +972 New
PL
1037
Plancorp LLC
Missouri
$750K -$13.4K -19 -2%
AT
1038
Arlington Trust
Alabama
$750K – – –
CFP
1039
Catalyst Financial Partners
Massachusetts
$749K +$17.6K +25 +3%
RYIA
1040
Roehl & Yi Investment Advisors
Oregon
$747K -$28.9K -41 -4%
I
1041
InceptionR
California
$746K -$578K -821 -46%
BOM
1042
Bank of Marin
California
$742K – – –
FTWA
1043
Fifth Third Wealth Advisors
Ohio
$742K +$21.8K +31 +3%
OWA
1044
Opal Wealth Advisors
New York
$739K -$4.93K -7 -0.7%
CWP
1045
Cyndeo Wealth Partners
Florida
$737K +$9.15K +13 +1%
MT
1046
Midwest Trust
Kansas
$735K -$88K -125 -12%
CTB
1047
Country Trust Bank
Illinois
$732K +$658K +935 +7,192%
KP
1048
Keel Point
Alabama
$726K -$10.6K -15 -2%
HCM
1049
Howard Capital Management
Georgia
$725K +$57K +81 +9%
CAI
1050
Capital Advisors Inc
Oklahoma
$720K +$33.1K +47 +5%
40 41
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