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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1101
Strategic Investment Advisors
Michigan
$760K -$139K -175 -15%
WTB
1102
Washington Trust Bank
Washington
$760K -$5.55K -7 -0.7%
N
1103
Numerai
California
$759K +$796K +1,004 New
HA
1104
Harbor Advisors
Florida
$756K – – –
EAM
1105
Empirical Asset Management
Massachusetts
$754K -$430K -542 -35%
TA
1106
Tectonic Advisors
Texas
$753K +$1.59K +2 +0.2%
ONST
1107
Old North State Trust
North Carolina
$753K – – –
IFG
1108
Independent Financial Group
California
$752K +$119K +150 +18%
SWM
1109
Sendero Wealth Management
Texas
$749K +$3.17K +4 +0.4%
BWM
1110
Buckley Wealth Management
Nevada
$747K +$63.4K +80 +9%
FHA
1111
Flagship Harbor Advisors
Massachusetts
$746K +$13.5K +17 +2%
SCM
1112
Shelton Capital Management
Colorado
$745K -$29.3K -37 -4%
PCM
1113
Prelude Capital Management
New York
$744K +$142K +179 +22%
CAI
1114
Capital Advisors Inc
Oklahoma
$743K -$2.38K -3 -0.3%
HBT
1115
Heartland Bank & Trust
Illinois
$743K -$8.72K -11 -1%
GWWM
1116
Great Waters Wealth Management
Minnesota
$742K – – –
GPWA
1117
Gaddis Premier Wealth Advisors
Oklahoma
$737K +$40.4K +51 +6%
HCM
1118
Howard Capital Management
Georgia
$733K +$357K +450 +87%
CCMG
1119
Clark Capital Management Group
Pennsylvania
$730K -$49M -61,845 -98%
IP
1120
Isthmus Partners
Wisconsin
$729K – – –
DC
1121
DeDora Capital
California
$728K -$3.96K -5 -0.5%
BOM
1122
Bank of Marin
California
$725K – – –
PL
1123
Plancorp LLC
Missouri
$725K -$58.7K -74 -8%
BRWA
1124
B. Riley Wealth Advisors
Florida
$722K +$19K +24 +3%
QIM
1125
Quest Investment Management
Oregon
$722K +$256K +323 +51%
43 44
45
46 47