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McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1976
JNBA Financial Advisors
Minnesota
$4.53K +$2.38K +3 +100%
NWM
1977
Nova Wealth Management
Florida
$4.45K – – –
WA
1978
Westfuller Advisors
New York
$3.78K – – –
PSFG
1979
Park Square Financial Group
Georgia
$3.78K -$3.17K -4 -44%
1CP
1980
1015 Capital Partners
Pennsylvania
$3.78K – – –
GWM
1981
Gilpin Wealth Management
Colorado
$3.78K – – –
MSFP
1982
Mark Sheptoff Financial Planning
Connecticut
$3.78K – – –
MAS
1983
MPWM Advisory Solutions
Georgia
$3.78K – – –
HFS
1984
Horizon Financial Services
North Carolina
$3.78K +$3.96K +5 New
IPS
1985
Investors Portfolio Services
Washington
$3.12K +$793 +1 +33%
DF
1986
DecisionPoint Financial
Arizona
$3.07K -$2.38K -3 -43%
W
1987
WealthCollab
Washington
$3.02K – – –
CFD
1988
Creative Financial Designs
Indiana
$3.02K – – –
GIM
1989
Gold Investment Management
Alberta, Canada
$3.02K – – –
GA
1990
GoalVest Advisory
New York
$3.02K +$3.17K +4 New
NL
1991
NVWM LLC
Pennsylvania
$2.27K – – –
PGAM
1992
Princeton Global Asset Management
New Jersey
$2.27K – – –
SFS
1993
Sunrise Financial Services
Washington
$2.27K – – –
WA
1994
WestEnd Advisors
North Carolina
$2.27K – – –
QWM
1995
Quaker Wealth Management
New Jersey
$2.27K +$793 +1 +50%
BIAS
1996
Beacon Investment Advisory Services
New Jersey
$2.27K +$2.38K +3 New
LCM
1997
Logan Capital Management
Pennsylvania
$2.27K +$2.38K +3 New
NWS
1998
Nvest Wealth Strategies
Ohio
$2.27K +$2.38K +3 New
CFG
1999
CKW Financial Group
Hawaii
$2K +$2.38K +3 New
KFA
2000
Kelleher Financial Advisors
New York
$1.51K -$3.96K -5 -71%