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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
1876
Meramec Financial Planners
Missouri
$45.2K – – –
EPIMS
1877
Evelyn Partners Investment Management Services
$45K +$46.4K +52 New
AIS
1878
Advocate Investing Services
Maryland
$43.5K – – –
VWM
1879
Vermillion Wealth Management
Minnesota
$43.4K +$8.03K +9 +22%
BW
1880
Bravera Wealth
North Dakota
$43.3K – – –
LAM
1881
Lynch Asset Management
Pennsylvania
$43.3K – – –
MEG
1882
Millstone Evans Group
Colorado
$43.3K – – –
SN
1883
Sittner & Nelson
Oregon
$43.3K – – –
WA
1884
Walsh & Associates
Florida
$43.3K – – –
AFC
1885
Ares Financial Consulting
California
$41.9K +$18.7K +21 +78%
DWA
1886
Delos Wealth Advisors
Texas
$41.5K – – –
SVWA
1887
Sarver Vrooman Wealth Advisors
Missouri
$40.7K -$893 -1 -2%
CAC
1888
Core Alternative Capital
Georgia
$40.7K – – –
LAS
1889
Lloyd Advisory Services
Georgia
$40.2K -$1.21M -1,359 -97%
KFG
1890
Kingdom Financial Group
Arizona
$40.2K +$5.36K +6 +15%
VWA
1891
Valued Wealth Advisors
Utah
$39.9K +$2.68K +3 +7%
CT
1892
Clearstead Trust
Maine
$38.1K – – –
MAM
1893
Marquette Asset Management
Minnesota
$38.1K -$23.2K -26 -37%
MWA
1894
Medallion Wealth Advisors
Connecticut
$38.1K – – –
WPA
1895
Wealth Preservation Advisors
Tennessee
$38.1K +$33.9K +38 +633%
AP
1896
Aspect Partners
Virginia
$37.2K – – –
TGY2IT
1897
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$37.2K +$38.4K +43 New
AWM
1898
Abound Wealth Management
Tennessee
$35.5K +$1.78K +2 +5%
MWM
1899
Mascoma Wealth Management
New Hampshire
$35.5K – – –
3FI
1900
3 Factor Indexing
California
$34.6K +$35.7K +40 New
74 75
76
77 78