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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1501
Americana Partners
Texas
$296K -$184K -225 -38%
BW
1502
Blalock Williams
Alabama
$296K +$35.1K +43 +14%
MSWA
1503
Marshall & Sterling Wealth Advisors
New York
$295K +$294K +360 New
PIA
1504
Perennial Investment Advisors
California
$295K +$13.1K +16 +5%
RDWM
1505
Red Door Wealth Management
Tennessee
$293K +$10.6K +13 +4%
MWMDPGFG
1506
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$293K +$291K +357 New
SFGM
1507
Stonebridge Financial Group (Missouri)
Missouri
$293K +$291K +357 New
BFO
1508
Boston Family Office
Massachusetts
$291K – – –
MAG
1509
M3 Advisory Group
Massachusetts
$291K +$4.08K +5 +1%
SW
1510
SMART Wealth
Nebraska
$290K -$6.53K -8 -2%
OIS
1511
OneAscent Investment Solutions
Alabama
$290K – – –
JDLA
1512
J. Derek Lewis & Associates
California
$290K +$288K +353 New
WF
1513
Wayfinding Financial
Washington
$290K -$6.53K -8 -2%
WA
1514
Waddell & Associates
Tennessee
$290K +$288K +353 New
SIA
1515
SGL Investment Advisors
Montana
$289K – – –
DWM
1516
Diversify Wealth Management
Utah
$289K +$286K +351 New
SFC
1517
Swisher Financial Concepts
Ohio
$289K – – –
FCA
1518
FLC Capital Advisors
California
$288K – – –
TF
1519
Talbot Financial
Washington
$288K – – –
TFIPS
1520
Towarzystwo Funduszy Inwestycyjnych PZU SA
$288K – – –
DE
1521
Diversified Enterprises
Delaware
$288K +$286K +351 New
LA
1522
Latitude Advisors
Florida
$287K -$7.34K -9 -3%
MBWA
1523
Marin Bay Wealth Advisors
California
$287K +$286K +350 New
IHL
1524
Investment House LLC
California
$287K -$97.9K -120 -26%
KFA
1525
Kapstone Financial Advisors
Ohio
$287K -$2.45K -3 -0.8%
59 60
61
62 63