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McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
1726
Optivise Advisory Services
Tennessee
$203K +$213K +269 New
WG
1727
Welch Group
Alabama
$203K – – –
RAS
1728
RPS Advisory Solutions
Kentucky
$203K – – –
WDG
1729
Wealth Dimensions Group
Ohio
$202K -$23K -29 -10%
OIS
1730
OneAscent Investment Solutions
Alabama
$202K -$69.8K -88 -25%
SC
1731
Sawyer & Company
Massachusetts
$202K – – –
SFAM
1732
Sawyer Falduto Asset Management
Illinois
$202K – – –
JFGIW
1733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K -$7.14K -9 -3%
NFG
1734
Nadler Financial Group
Illinois
$201K -$19K -24 -8%
LWM
1735
LeConte Wealth Management
Tennessee
$201K +$211K +266 New
NGA
1736
Naples Global Advisors
Florida
$200K -$3.17K -4 -1%
AW
1737
Avion Wealth
Texas
$196K -$3.17K -4 -2%
SOS
1738
Silver Oak Securities
Tennessee
$195K -$8.72K -11 -4%
AWM
1739
Aberdeen Wealth Management
Illinois
$189K -$79.3K -100 -29%
AG
1740
AmeriFlex Group
Nevada
$187K +$11.9K +15 +6%
TCM
1741
Triumph Capital Management
Colorado
$184K +$4.76K +6 +3%
FCAS
1742
First Command Advisory Services
Texas
$182K -$23.8K -30 -11%
KLWA
1743
Kelly Lawrence W & Associates
California
$181K – – –
SEP
1744
Signature Equity Partners
Ohio
$178K -$15.9K -20 -8%
RF
1745
Rossby Financial
Florida
$178K -$69.8K -88 -27%
GPI
1746
General Partner Inc
Pennsylvania
$177K – – –
OCM
1747
Osterweis Capital Management
California
$171K – – –
KFAS
1748
Keating Financial Advisory Services
Kansas
$168K +$11.9K +15 +7%
PFSC
1749
Peoples Financial Services Corp
Pennsylvania
$168K – – –
PCFFS
1750
Pacific Center for Financial Services
California
$165K – – –