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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1526
Partnership Wealth Management
Maryland
$46.7K -$56.2K -101 -56%
LOIP
1527
Live Oak Investment Partners
Texas
$46.7K – – –
DCM
1528
Disciplina Capital Management
Tennessee
$45K – – –
RA
1529
Rise Advisors
New York
$43.3K – – –
S
1530
Sachetta
Massachusetts
$39.6K +$3.9K +7 +12%
RFS
1531
Richardson Financial Services
Massachusetts
$38.5K – – –
WTA
1532
Washington Trust Advisors
Massachusetts
$35.8K -$3.34K -6 -9%
SIC
1533
SJS Investment Consulting
Ohio
$35.6K – – –
SWC
1534
Spectrum Wealth Counsel
Indiana
$35K -$8.35K -15 -20%
SAG
1535
Spotlight Asset Group
Illinois
$35K – – –
OIAM
1536
OFI Invest Asset Management
France
$34.3K -$557 -1 -2%
M
1537
MOTCO
Texas
$33.9K -$7.24K -13 -18%
CIA
1538
Cape Investment Advisory
Georgia
$33.9K +$8.91K +16 +38%
PMFA
1539
Plante Moran Financial Advisors
Michigan
$33.3K – – –
OLVIG
1540
Oliver Lagore Vanvalin Investment Group
Michigan
$32.7K -$4.45K -8 -13%
RFA
1541
Register Financial Advisors
Georgia
$31.5K – – –
MAM
1542
Marquette Asset Management
Minnesota
$30.4K – – –
CT
1543
Clearstead Trust
Maine
$30.4K – – –
VF
1544
VitalStone Financial
Texas
$29.8K – – –
DI
1545
DAGCO Inc
Ohio
$29.2K – – –
SN
1546
Sittner & Nelson
Oregon
$29.2K – – –
CAC
1547
Core Alternative Capital
Georgia
$28.6K – – –
HIA
1548
Harbor Investment Advisory
Maryland
$26.9K +$557 +1 +2%
AFS
1549
Annapolis Financial Services
Maryland
$26.3K – – –
BIA
1550
Bell Investment Advisors
California
$26.3K +$557 +1 +2%
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