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McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1051
Sendero Wealth Management
Texas
$575K
AT
1052
Arlington Trust
Alabama
$575K
BCG
1053
BayBridge Capital Group
California
$573K +$16.1K +29 +3%
DWM
1054
Drive Wealth Management
Utah
$572K +$15K +27 +3%
TCMP
1055
Thrive Capital Management (Pennsylvania)
Pennsylvania
$570K +$312K +561 +135%
CC
1056
Courier Capital
New York
$569K
FCCM
1057
First City Capital Management
Georgia
$569K
PCA
1058
Pallas Capital Advisors
Massachusetts
$569K +$220K +395 +67%
ADL
1059
Asset Dedication LLC
California
$568K +$362K +650 +201%
OA
1060
Operose Advisors
Wisconsin
$564K
PL
1061
Plancorp LLC
Missouri
$564K +$2.78K +5 +0.5%
BOM
1062
Bank of Marin
California
$561K
ACS
1063
Archford Capital Strategies
Illinois
$554K -$6.68K -12 -1%
SWA
1064
Stratos Wealth Advisors
Ohio
$547K +$193K +347 +59%
GLLW
1065
Graves Light Lenhart Wealth
Virginia
$545K
TPWA
1066
Twin Peaks Wealth Advisors
California
$544K +$3.34K +6 +0.6%
MGIA
1067
Moneta Group Investment Advisors
Missouri
$543K -$3.34K -6 -0.6%
PPG
1068
Peak Planning Group
Colorado
$543K +$518K +930 New
MG
1069
Mather Group
Illinois
$539K +$195K +351 +54%
SB
1070
Simmons Bank
Arkansas
$538K +$5.01K +9 +1%
TCA
1071
Transcend Capital Advisors
New Jersey
$537K +$512K +920 New
WPW
1072
Waldron Private Wealth
Pennsylvania
$537K +$557 +1 +0.1%
PWMG
1073
Prestige Wealth Management Group
New Jersey
$536K -$22.3K -40 -4%
HBT
1074
Heartland Bank & Trust
Illinois
$535K -$47.9K -86 -9%
FWTB
1075
First Western Trust Bank
Colorado
$533K