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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1326
Calton & Associates
Florida
$426K – – –
HWA
1327
Heritage Wealth Advisors
Virginia
$425K – – –
TW
1328
TritonPoint Wealth
Maryland
$424K +$6.53K +8 +2%
FCG
1329
Fielder Capital Group
Tennessee
$422K -$67.7K -83 -14%
HPBT
1330
Hickory Point Bank & Trust
Illinois
$421K -$4.08K -5 -1%
EW
1331
Expressive Wealth
Illinois
$421K +$419K +513 New
SWA
1332
Stratos Wealth Advisors
Ohio
$417K -$28.6K -35 -6%
FAT
1333
First American Trust
California
$417K -$3.26K -4 -0.8%
SGCA
1334
Steel Grove Capital Advisors
Tennessee
$417K – – –
GFA
1335
Gallagher Fiduciary Advisors
Illinois
$413K +$3.26K +4 +0.8%
CSPIA
1336
Cary Street Partners Investment Advisory
Virginia
$413K +$41.6K +51 +11%
AG
1337
AlTi Global
New York
$412K +$51.4K +63 +14%
AA
1338
Alta Advisers
United Kingdom
$412K -$97.9K -120 -19%
WFG
1339
Wills Financial Group
Virginia
$410K – – –
MAM
1340
McLean Asset Management
Virginia
$409K +$816 +1 +0.2%
CPA
1341
Clear Point Advisors
New York
$409K – – –
AIS
1342
AM Investment Strategies
Tennessee
$408K – – –
IQI
1343
Integrated Quantitative Investments
Washington
$408K +$406K +497 New
LCM
1344
Legato Capital Management
California
$408K +$406K +497 New
NFSG
1345
Newbridge Financial Services Group
Florida
$406K -$40K -49 -9%
JSL
1346
JT Stratford LLC
Georgia
$405K – – –
BFG
1347
Berger Financial Group
Minnesota
$404K -$1.63K -2 -0.4%
AL
1348
Aspiriant LLC
California
$400K +$80K +98 +25%
LCM
1349
Lazari Capital Management
California
$398K +$5.71K +7 +1%
SWM
1350
Seed Wealth Management
Illinois
$398K -$96.3K -118 -20%
52 53
54
55 56