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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1226
Pinnacle Wealth Planning Services
Ohio
$337K -$127K -227 -28%
BFG
1227
Berger Financial Group
Minnesota
$337K +$22.4K +40 +7%
PSA
1228
Plum Street Advisors
Louisiana
$334K – – –
MSA
1229
Marathon Strategic Advisors
Pennsylvania
$332K – – –
TW
1230
TritonPoint Wealth
Maryland
$329K -$5.04K -9 -2%
PIM
1231
Penobscot Investment Management
Massachusetts
$328K – – –
GHAM
1232
Gilman Hill Asset Management
Connecticut
$325K – – –
NI
1233
Natural Investments
California
$325K +$320K +572 New
BHBT
1234
Burke & Herbert Bank & Trust
Virginia
$323K – – –
OFO
1235
OneAscent Family Office
Alabama
$323K +$317K +566 New
JSL
1236
JT Stratford LLC
Georgia
$322K -$689K -1,230 -69%
WW
1237
Westshore Wealth
California
$322K – – –
OWM
1238
OneAscent Wealth Management
Alabama
$321K -$26.3K -47 -8%
LBC
1239
Leigh Baldwin & Co
New York
$321K +$315K +563 New
SCM
1240
Stevens Capital Management
Pennsylvania
$320K +$314K +561 New
PCM
1241
Permanent Capital Management
Illinois
$320K +$314K +560 New
LFA
1242
Legacy Financial Advisors
Kentucky
$318K +$34.7K +62 +13%
IC
1243
Iconiq Capital
California
$318K +$313K +558 New
PS
1244
Planned Solutions
California
$315K – – –
CFS
1245
CRA Financial Services
New Jersey
$315K +$1.68K +3 +0.5%
AGWCA
1246
Annis Gardner Whiting Capital Advisors
Florida
$315K -$2.8K -5 -0.9%
FWM
1247
ForthRight Wealth Management
Georgia
$314K – – –
WPA
1248
West Paces Advisors
Georgia
$313K – – –
KG
1249
Kieckhefer Group
Wisconsin
$313K +$308K +550 New
CPA
1250
Clear Point Advisors
New York
$313K +$560 +1 +0.2%
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