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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1301
Sawgrass Asset Management
Florida
$492K +$29.5K +33 +6%
GIM
1302
Generate Investment Management
New Zealand
$492K -$3.04M -3,404 -86%
CFO
1303
Cambient Family Office
Michigan
$489K +$130K +146 +35%
RPGK
1304
Retirement Planning Group (Kansas)
Kansas
$489K +$18.7K +21 +4%
SW
1305
Simplicity Wealth
New Jersey
$487K +$84.8K +95 +20%
LBC
1306
Leigh Baldwin & Co
New York
$487K – – –
BHBT
1307
Burke & Herbert Bank & Trust
Virginia
$486K – – –
MSA
1308
Marathon Strategic Advisors
Pennsylvania
$485K – – –
CSPIA
1309
Cary Street Partners Investment Advisory
Virginia
$485K +$50.9K +57 +11%
FFM
1310
Forum Financial Management
Illinois
$485K -$820K -919 -62%
PWPS
1311
Pinnacle Wealth Planning Services
Ohio
$484K -$19.6K -22 -4%
QPWM
1312
Quadrant Private Wealth Management
Pennsylvania
$484K -$16.1K -18 -3%
MP
1313
McDonald Partners
Ohio
$483K +$497K +557 New
AIA
1314
Accelerate Investment Advisors
California
$483K +$12.5K +14 +3%
RIS
1315
Richmond Investment Services
Wisconsin
$482K +$4.46K +5 +0.9%
SL
1316
Sentinus LLC
Illinois
$480K +$9.82K +11 +2%
PIM
1317
Penobscot Investment Management
Massachusetts
$480K – – –
RWB
1318
RMR Wealth Builders
New Jersey
$480K +$72.3K +81 +17%
GEA
1319
Glen Eagle Advisors
New Jersey
$478K +$110K +123 +29%
SDWIA
1320
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$476K -$35.7K -40 -7%
KG
1321
Kieckhefer Group
Wisconsin
$476K – – –
GFA
1322
Gallagher Fiduciary Advisors
Illinois
$475K +$40.2K +45 +9%
BWM
1323
Baron Wealth Management
Michigan
$473K +$17K +19 +4%
AC
1324
AXQ Capital
New Jersey
$472K +$486K +545 New
HBFP
1325
Henderson Brothers Financial Partners
Pennsylvania
$471K +$486K +544 New
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