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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
1201
Ariston Services Group
California
$360K – – –
MPWT
1202
MassMutual Private Wealth & Trust
Connecticut
$360K +$12.3K +22 +4%
PPG
1203
Peak Planning Group
Colorado
$360K – – –
FS
1204
Ferguson Shapiro
Georgia
$358K – – –
PJWM
1205
Philip James Wealth Mangement
Georgia
$358K -$14K -25 -4%
NI
1206
NDVR Inc
Massachusetts
$357K +$11.8K +21 +3%
QPWM
1207
Quadrant Private Wealth Management
Pennsylvania
$357K -$2.8K -5 -0.8%
WC
1208
Whitney & Co
New York
$356K – – –
BWAM
1209
Boyd Watterson Asset Management
Ohio
$353K -$1.12K -2 -0.3%
MW
1210
Marcum Wealth
Ohio
$350K -$21.3K -38 -6%
CST
1211
Charles Schwab Trust
Nevada
$349K +$343K +613 New
MWM
1212
MorganRosel Wealth Management
Colorado
$348K -$654K -1,167 -66%
XF
1213
XML Financial
Maryland
$348K +$342K +611 New
PPW
1214
Parcion Private Wealth
Washington
$346K -$6.16K -11 -2%
AG
1215
AmeriFlex Group
Nevada
$346K +$325K +581 New
GC
1216
Grimes & Company
Massachusetts
$344K -$1.12K -2 -0.3%
GSEP
1217
Golden State Equity Partners
California
$344K +$96.9K +173 +40%
GFA
1218
Gallagher Fiduciary Advisors
Illinois
$343K -$54.9K -98 -14%
YIA
1219
YHB Investment Advisors
Connecticut
$343K -$19.6K -35 -5%
HFAS
1220
Hummer Financial Advisory Services
Illinois
$342K – – –
SAMC
1221
Spectrum Asset Management (California)
California
$342K – – –
GIM
1222
Groesbeck Investment Management
New Jersey
$342K – – –
HPBT
1223
Hickory Point Bank & Trust
Illinois
$342K +$336K +600 New
SA
1224
Strategic Advisors
New York
$341K – – –
PCM
1225
Polymer Capital Management
New York
$340K +$334K +597 New
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