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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1126
Private Wealth Asset Management
Iowa
$584K – – –
MQWP
1127
Morey & Quinn Wealth Partners
Nebraska
$582K +$531K +754 New
LP
1128
LMR Partners
United Kingdom
$582K +$18.3K +26 +4%
CCC
1129
Compass Capital Corp
Massachusetts
$581K +$29.6K +42 +7%
CAG
1130
Crestwood Advisors Group
Massachusetts
$581K +$72.5K +103 +16%
DW30
1131
Drucker Wealth 3.0
New Jersey
$578K -$66.2K -94 -11%
DWM
1132
Defined Wealth Management
Oregon
$576K +$6.34K +9 +1%
CA
1133
Commerzbank Aktiengesellschaft
Germany
$576K – – –
JTF
1134
J. Team Financial
Texas
$575K +$525K +745 New
VIPI
1135
Vista Investment Partners II
Indiana
$575K +$3.52K +5 +0.7%
DWM
1136
Drive Wealth Management
Utah
$574K +$2.11K +3 +0.4%
WANY
1137
Wealthspire Advisors (New York)
New York
$574K -$399K -567 -43%
MSAM
1138
Moloney Securities Asset Management
Missouri
$573K -$11.3K -16 -2%
FWTB
1139
First Western Trust Bank
Colorado
$572K -$7.75K -11 -1%
NAM
1140
NorthCrest Asset Manangement
Minnesota
$570K -$31.7K -45 -6%
GC
1141
Grimes & Company
Massachusetts
$570K +$7.04K +10 +1%
HIP
1142
HUB Investment Partners
Texas
$568K -$36.6K -52 -7%
SAM
1143
Sompo Asset Management
Japan
$564K -$14.1K -20 -3%
DIM
1144
Delta Investment Management
California
$561K – – –
CRI
1145
Colonial River Investments
Virginia
$561K +$62.7K +89 +14%
PFBT
1146
Parkside Financial Bank & Trust
Missouri
$560K +$50K +71 +11%
LFA
1147
Legacy Financial Advisors
Kentucky
$556K +$20.4K +29 +4%
SWM
1148
Stockman Wealth Management
Montana
$555K – – –
MSFS
1149
Main Street Financial Solutions
Pennsylvania
$555K +$103K +146 +26%
ODA
1150
One Degree Advisors
California
$554K – – –
44 45
46
47 48