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McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1301
Cornerstone Planning Group
New Jersey
$3.42K +$3.08K +8 New
IBOK
1302
Independence Bank of Kentucky
Kentucky
$3.42K +$3.08K +8 New
TWM
1303
Tradition Wealth Management
Minnesota
$3K +$2.69K +7 New
CWA
1304
Clearview Wealth Advisors
Oregon
$2.99K -$788K -2,050 -100%
DI
1305
Disciplined Investments
Oklahoma
$2.99K -$2.69K -7 -50%
HCP
1306
Hexagon Capital Partners
Arkansas
$2.99K
HWP
1307
Highline Wealth Partners
California
$2.99K
MSFP
1308
Mark Sheptoff Financial Planning
Connecticut
$2.99K
NFSG
1309
Newbridge Financial Services Group
Florida
$2.58K
CTA
1310
Colonial Trust Advisors
South Carolina
$2.56K
TAIM
1311
TD Ameritrade Investment Management
Nebraska
$2K
CAL
1312
Capital Analysts LLC
Pennsylvania
$2K +$1.54K +4 New
FMP
1313
Financial Management Professionals
Texas
$2K +$1.54K +4 New
DWA
1314
Delos Wealth Advisors
Texas
$1.71K
JWM
1315
Janiczek Wealth Management
Colorado
$1.71K +$1.54K +4 New
UFF
1316
USA Financial Formulas
Michigan
$1.71K
GFPC
1317
Global Financial Private Client
Florida
$1.26K
SF
1318
Safeguard Financial
Wisconsin
$1K +$1.15K +3 New
TWD
1319
True Wealth Design
Ohio
$855 -$384 -1 -33%
SWA
1320
SOA Wealth Advisors
New York
$855
TWP
1321
TFO Wealth Partners
Ohio
$855
WWM
1322
Wolff Wiese Magana
California
$428
Berkshire Hathaway
1323
Berkshire Hathaway
Nebraska
-$815M -2,289,864 Closed
JMPWA
1324
JP Morgan Private Wealth Advisors
California
-$72.7M -204,194 Closed
Artisan Partners
1325
Artisan Partners
Wisconsin
-$48.2M -135,408 Closed