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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
1976
Retirement Wealth Solutions
Wisconsin
$8.65K +$8.93K +10 New
BCM
1977
Boreal Capital Management
Florida
$7.8K – – –
PSFG
1978
Park Square Financial Group
Georgia
$7.79K -$25.9K -29 -76%
EWP
1979
Elevation Wealth Partners
California
$7.79K +$2.68K +3 +50%
FC
1980
Financial Consulate
Maryland
$7.76K +$4.46K +5 +125%
AF
1981
Abound Financial
California
$6.92K -$8.03K -9 -53%
ISWM
1982
Intesa Sanpaolo Wealth Management
$6.92K – – –
MCA
1983
McGuire Capital Advisors
Oklahoma
$6.92K – – –
OCM
1984
Osbon Capital Management
Massachusetts
$6.92K – – –
PSB
1985
Piscataqua Savings Bank
New Hampshire
$6.92K -$1.78K -2 -20%
TSMHT
1986
Thurston Springer Miller Herd & Titak
Indiana
$6.92K – – –
KA
1987
Kozak & Associates
Colorado
$6.92K – – –
GG
1988
Gleason Group
Kentucky
$6.06K – – –
CFG
1989
Clayton Financial Group
Missouri
$6.06K – – –
DF
1990
DecisionPoint Financial
Arizona
$6.06K – – –
NA
1991
Networth Advisors
Pennsylvania
$6.06K +$893 +1 +17%
BH
1992
Burk Holdings
Oklahoma
$6.06K +$6.25K +7 New
ANBT
1993
American National Bank & Trust
Texas
$6.06K +$3.57K +4 +133%
MWM
1994
Mosley Wealth Management
California
$5.41K +$6.25K +7 New
TCM
1995
TD Capital Management
Tennessee
$5.22K – – –
CWP
1996
Clark Wealth Partners
Illinois
$5.2K – – –
FIM
1997
FWL Investment Management
Texas
$5.19K -$26.8K -30 -83%
DWM
1998
Dogwood Wealth Management
Kansas
$5.19K – – –
EWM
1999
Evolution Wealth Management
Florida
$5.19K +$4.46K +5 +500%
KFA
2000
Kelleher Financial Advisors
New York
$5.13K +$2.68K +3 +75%
78 79
80
81 82