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McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
DF
1976
DecisionPoint Financial
Arizona
$3.07K -$2.38K -3 -43%
W
1977
WealthCollab
Washington
$3.02K
CFD
1978
Creative Financial Designs
Indiana
$3.02K
GIM
1979
Gold Investment Management
Alberta, Canada
$3.02K
GA
1980
GoalVest Advisory
New York
$3.02K +$3.17K +4 New
NL
1981
NVWM LLC
Pennsylvania
$2.27K
PGAM
1982
Princeton Global Asset Management
New Jersey
$2.27K
SFS
1983
Sunrise Financial Services
Washington
$2.27K
WA
1984
WestEnd Advisors
North Carolina
$2.27K
QWM
1985
Quaker Wealth Management
New Jersey
$2.27K +$793 +1 +50%
BIAS
1986
Beacon Investment Advisory Services
New Jersey
$2.27K +$2.38K +3 New
LCM
1987
Logan Capital Management
Pennsylvania
$2.27K +$2.38K +3 New
NWS
1988
Nvest Wealth Strategies
Ohio
$2.27K +$2.38K +3 New
CFG
1989
CKW Financial Group
Hawaii
$2K +$2.38K +3 New
KFA
1990
Kelleher Financial Advisors
New York
$1.51K -$3.96K -5 -71%
HIA
1991
HFM Investment Advisors
New Jersey
$1.51K
KFG
1992
Kingdom Financial Group
Arizona
$1.51K -$34.9K -44 -96%
IBOK
1993
Independence Bank of Kentucky
Kentucky
$1.51K
SHIM
1994
Stone House Investment Management
Pennsylvania
$1.51K
SFCL
1995
Strengthening Families & Communities LLC
Massachusetts
$1.51K +$1.59K +2 New
DWM
1996
Darwin Wealth Management
Florida
$853 +$793 +1 New
TBFA
1997
Three Bearings Fiduciary Advisors
New Hampshire
$757
GFA
1998
Godfrey Financial Associates
New York
$756 -$793 -1 -50%
BIM
1999
Breakwater Investment Management
Washington
$756
RPA
2000
Redwood Park Advisors
California
$756