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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1301
Clear Point Advisors
New York
$365K -$36.7K -52 -9%
AIS
1302
AM Investment Strategies
Tennessee
$364K – – –
CA
1303
Crewe Advisors
Utah
$363K – – –
OFI
1304
Outbound Financial Inc
Colorado
$363K +$350K +496 New
JSL
1305
JT Stratford LLC
Georgia
$363K +$14.1K +20 +4%
BFG
1306
Berger Financial Group
Minnesota
$363K -$76.2K -108 -18%
EW
1307
Elyxium Wealth
California
$361K +$56.5K +80 +19%
SIMG
1308
Sonora Investment Management Group
Arizona
$361K – – –
SYBT
1309
Stock Yards Bank & Trust
Kentucky
$361K -$28.9K -41 -8%
OFO
1310
OneAscent Family Office
Alabama
$359K -$62.1K -88 -15%
EA
1311
Everpar Advisors
Oklahoma
$357K +$44.5K +63 +15%
PCS
1312
Private Client Services
Kentucky
$354K +$105K +149 +45%
DCM
1313
Donaldson Capital Management
Indiana
$354K +$70.6K +100 +26%
VPP
1314
Vertex Planning Partners
Illinois
$353K +$2.82K +4 +0.8%
LCM
1315
Lazari Capital Management
California
$353K -$207K -293 -38%
PCG
1316
Prosperity Consulting Group
Maryland
$352K +$8.47K +12 +3%
IHL
1317
Investment House LLC
California
$352K – – –
FOA
1318
Five Oceans Advisors
California
$352K +$1.41K +2 +0.4%
GWM
1319
Gibbs Wealth Management
Georgia
$350K +$53.6K +76 +19%
PPWP
1320
Premier Path Wealth Partners
New Jersey
$348K +$22.6K +32 +7%
RIA
1321
Richwood Investment Advisors
Ohio
$348K – – –
BBA
1322
BLB&B Advisors
Pennsylvania
$347K -$10.6K -15 -3%
MAM
1323
McLean Asset Management
Virginia
$347K +$7.76K +11 +2%
WQ
1324
Wealth Quarterback
New Jersey
$346K +$706 +1 +0.2%
FFG
1325
Fortress Financial Group
Minnesota
$346K – – –
51 52
53
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