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McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1401
Successful Portfolios
Florida
$258K
USB
1402
Union Savings Bank
Connecticut
$258K
DCM
1403
Donaldson Capital Management
Indiana
$258K +$237K +383 New
SVWAG
1404
Sound View Wealth Advisors Group
Georgia
$257K -$1.24K -2 -0.5%
TFGT
1405
TS Financial Group (TSFG)
Illinois
$257K
FFS
1406
Founders Financial Securities
Maryland
$257K +$227K +367 New
SWM
1407
Seaside Wealth Management
California
$256K +$1.24K +2 +0.5%
GA
1408
Goldstein Advisors
Wisconsin
$252K -$2.47K -4 -1%
AFT
1409
Alpha Family Trust
California
$252K
BB
1410
Busey Bank
Illinois
$251K +$12.4K +20 +6%
MFA
1411
McClarren Financial Advisors
Pennsylvania
$251K +$185K +299 +80%
MMHP
1412
Murphy Middleton Hinkle & Parker
Georgia
$250K
VAS
1413
Vestmark Advisory Solutions
Massachusetts
$250K +$11.1K +18 +5%
WCA
1414
Westover Capital Advisors
Delaware
$249K +$229K +370 New
SF
1415
Strategent Financial
Virginia
$248K
KFA
1416
Kapstone Financial Advisors
Ohio
$248K
UCB
1417
United Community Bank
South Carolina
$248K +$26K +42 +13%
GEA
1418
Glen Eagle Advisors
New Jersey
$247K
OIS
1419
OneAscent Investment Solutions
Alabama
$247K +$227K +367 New
UB
1420
Umpqua Bank
Oregon
$246K +$226K +366 New
VDI
1421
Vaughan David Investments
Illinois
$246K -$25.3K -41 -10%
BCA
1422
Bay Colony Advisors
Massachusetts
$246K -$14.2K -23 -6%
SFO
1423
Stokes Family Office
Louisiana
$246K -$21.6K -35 -9%
ESB
1424
Essex Savings Bank
Connecticut
$246K +$226K +365 New
PA
1425
PFG Advisors
Arizona
$243K -$24.1K -39 -10%