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McKesson

Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
2026
True Link Financial Advisors
California
$3.46K +$3.57K +4 New
IPS
2027
Investors Portfolio Services
Washington
$2.76K – – –
PS
2028
PayPay Securities
Japan
$2.6K – – –
NL
2029
NVWM LLC
Pennsylvania
$2.6K -$893 -1 -25%
JFA
2030
JNBA Financial Advisors
Minnesota
$2.6K -$8.03K -9 -75%
PGAM
2031
Princeton Global Asset Management
New Jersey
$2.6K – – –
SFS
2032
Sunrise Financial Services
Washington
$2.6K – – –
WestEnd Advisors
2033
WestEnd Advisors
North Carolina
$2.6K – – –
HIA
2034
HFM Investment Advisors
New Jersey
$1.73K -$2.68K -3 -60%
GFA
2035
Godfrey Financial Associates
New York
$1.73K – – –
IBOK
2036
Independence Bank of Kentucky
Kentucky
$1.73K – – –
QWM
2037
Quaker Wealth Management
New Jersey
$1.73K – – –
SHIM
2038
Stone House Investment Management
Pennsylvania
$1.73K +$893 +1 +100%
TBFA
2039
Three Bearings Fiduciary Advisors
New Hampshire
$867 – – –
RPA
2040
Redwood Park Advisors
California
$866 -$893 -1 -50%
AIM
2041
Arcadia Investment Management
Michigan
$866 – – –
BIM
2042
Breakwater Investment Management
Washington
$866 – – –
SA
2043
Seneschal Advisors
Washington
$866 – – –
WBC
2044
West Branch Capital
Massachusetts
$866 – – –
CW
2045
Curio Wealth
Maryland
$865 +$893 +1 New
IWS
2046
Intentional Wealth Strategies
Colorado
$865 +$893 +1 New
NF
2047
Napier Financial
Massachusetts
$865 +$893 +1 New
T
2048
Tidemark
California
$865 +$893 +1 New
PEAK6
2049
PEAK6
Illinois
$806 -$3.75M -4,206 -100%
LA
2050
LM Advisors
California
$542 +$22.3K +25 +6%