We are live on ! Find out more
MCK icon

McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
TBWA
1901
Three Bridge Wealth Advisors
California
– -$250K -341 Closed
CT
1902
ClearAlpha Technologies
Connecticut
– -$247K -337 Closed
PTC
1903
Petrus Trust Company
Texas
– -$240K -327 Closed
BWCS
1904
Beirne Wealth Consulting Services
Connecticut
– -$239K -325 Closed
KCP
1905
Kera Capital Partners
California
– -$234K -320 Closed
SFC
1906
SYM Financial Corp
Indiana
– -$228K -311 Closed
IA
1907
Integrity Alliance
Iowa
– -$224K -306 Closed
BWP
1908
Burling Wealth Partners
Illinois
– -$220K -300 Closed
LWL
1909
Leo Wealth LLC
Texas
– -$220K -300 Closed
WWC
1910
Waypoint Wealth Counsel
Georgia
– -$208K -284 Closed
CP
1911
Camelot Portfolios
Ohio
– -$205K -280 Closed
WIA
1912
Wetzel Investment Advisors
Indiana
– -$201K -274 Closed
GWM
1913
Gitterman Wealth Management
New Jersey
– -$149K -203 Closed
BA
1914
Bellwether Advisors
Nebraska
– -$132K -180 Closed
NC
1915
NewSquare Capital
Pennsylvania
– -$63.8K -87 Closed
GC
1916
GFG Capital
Florida
– -$30K -41 Closed
SO
1917
Sierra Ocean
California
– -$23.5K -32 Closed
T
1918
Transce3nd
Texas
– -$20.5K -28 Closed
BFP
1919
Briaud Financial Planning
Texas
– -$19K -26 Closed
GGI
1920
Godsey & Gibb Inc
Virginia
– -$14.7K -20 Closed
BCMLT
1921
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$11.7K -16 Closed
HWM
1922
HighMark Wealth Management
Minnesota
– -$11.7K -16 Closed
RI
1923
Ridgewood Investments
New Jersey
– -$8.06K -11 Closed
WCM
1924
WealthTrak Capital Management
Virginia
– -$7.33K -10 Closed
CFS
1925
Compass Financial Services
Iowa
– -$4.4K -6 Closed