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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2001
Nova Wealth Management
Florida
$5.1K – – –
WA
2002
Westfuller Advisors
New York
$4.33K -$893 -1 -17%
BFS
2003
Bare Financial Services
Pennsylvania
$4.33K -$1.78K -2 -29%
1CP
2004
1015 Capital Partners
Pennsylvania
$4.33K – – –
GWM
2005
Gilpin Wealth Management
Colorado
$4.33K – – –
LWMI
2006
Legacy Wealth Management (Idaho)
Idaho
$4.33K – – –
MAS
2007
MPWM Advisory Solutions
Georgia
$4.33K – – –
RWM
2008
Rialto Wealth Management
New York
$4.33K +$893 +1 +25%
KCM
2009
Key Capital Management
Tennessee
$4.33K +$4.46K +5 New
HIW
2010
Holos Integrated Wealth
Pennsylvania
$4.28K +$4.46K +5 New
MSFP
2011
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
TCM
2012
Tradewinds Capital Management
Washington
$3.46K – – –
W
2013
WealthCollab
Washington
$3.46K – – –
CFD
2014
Creative Financial Designs
Indiana
$3.46K – – –
GIM
2015
Gold Investment Management
Alberta, Canada
$3.46K – – –
SNB
2016
Security National Bank
Nebraska
$3.46K – – –
CIAM
2017
Caitong International Asset Management
Hong Kong
$3.46K +$3.57K +4 New
CPL
2018
Capital & Planning LLC
Georgia
$3.46K +$3.57K +4 New
PWA
2019
Portus Wealth Advisors
North Carolina
$3.46K +$3.57K +4 New
TLFA
2020
True Link Financial Advisors
California
$3.46K +$3.57K +4 New
IPS
2021
Investors Portfolio Services
Washington
$2.76K – – –
PS
2022
PayPay Securities
Japan
$2.6K – – –
NL
2023
NVWM LLC
Pennsylvania
$2.6K -$893 -1 -25%
JFA
2024
JNBA Financial Advisors
Minnesota
$2.6K -$8.03K -9 -75%
PGAM
2025
Princeton Global Asset Management
New Jersey
$2.6K – – –
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