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McKesson
MCK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2001
TD Capital Management
Tennessee
$5.22K – – –
CWP
2002
Clark Wealth Partners
Illinois
$5.2K – – –
FIM
2003
FWL Investment Management
Texas
$5.19K -$26.8K -30 -83%
DWM
2004
Dogwood Wealth Management
Kansas
$5.19K – – –
EWM
2005
Evolution Wealth Management
Florida
$5.19K +$4.46K +5 +500%
KFA
2006
Kelleher Financial Advisors
New York
$5.13K +$2.68K +3 +75%
NWM
2007
Nova Wealth Management
Florida
$5.1K – – –
WA
2008
Westfuller Advisors
New York
$4.33K -$893 -1 -17%
BFS
2009
Bare Financial Services
Pennsylvania
$4.33K -$1.78K -2 -29%
1CP
2010
1015 Capital Partners
Pennsylvania
$4.33K – – –
GWM
2011
Gilpin Wealth Management
Colorado
$4.33K – – –
LWMI
2012
Legacy Wealth Management (Idaho)
Idaho
$4.33K – – –
MAS
2013
MPWM Advisory Solutions
Georgia
$4.33K – – –
RWM
2014
Rialto Wealth Management
New York
$4.33K +$893 +1 +25%
KCM
2015
Key Capital Management
Tennessee
$4.33K +$4.46K +5 New
HIW
2016
Holos Integrated Wealth
Pennsylvania
$4.28K +$4.46K +5 New
MSFP
2017
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
TCM
2018
Tradewinds Capital Management
Washington
$3.46K – – –
W
2019
WealthCollab
Washington
$3.46K – – –
CFD
2020
Creative Financial Designs
Indiana
$3.46K – – –
GIM
2021
Gold Investment Management
Alberta, Canada
$3.46K – – –
SNB
2022
Security National Bank
Nebraska
$3.46K – – –
CIAM
2023
Caitong International Asset Management
Hong Kong
$3.46K +$3.57K +4 New
CPL
2024
Capital & Planning LLC
Georgia
$3.46K +$3.57K +4 New
PWA
2025
Portus Wealth Advisors
North Carolina
$3.46K +$3.57K +4 New
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