MCKESSON CORP
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Oak Thistle LLC | 3,635 | 8,760 | +5,125 | 0.31 | 0.64 | +0.33 | buy |
| Sound Income Strategies, LLC | 162 | 320 | +158 | 0.01 | 0.01 | +0.00 | buy |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 4,758 | 4,895 | +137 | 0.53 | 0.42 | -0.11 | buy |
| HHM Wealth Advisors, LLC | 36 | 39 | +3 | 0.00 | 0.00 | -0.00 | buy |
| Shulman DeMeo Asset Management LLC | 455 | 454 | -1 | 0.08 | 0.06 | -0.02 | sell |
| FIRST UNITED BANK & TRUST | 1,127 | 1,112 | -15 | 0.32 | 0.24 | -0.08 | sell |
| Aspire Private Capital, LLC | 1,629 | 1,612 | -17 | 0.32 | 0.25 | -0.07 | sell |
| GREENLEAF TRUST | 7,172 | 7,131 | -41 | 0.06 | 0.05 | -0.01 | sell |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 561 | 505 | -56 | 0.12 | 0.08 | -0.05 | sell |
| Chesley Taft & Associates LLC | 5,164 | 5,097 | -67 | 0.19 | 0.15 | -0.04 | sell |
| Old Port Advisors | 1,308 | 1,237 | -71 | 0.26 | 0.18 | -0.08 | sell |
| Certified Advisory Corp | 412 | 309 | -103 | 0.03 | 0.02 | -0.01 | sell |
| Cooper Financial Group | 2,577 | 1,702 | -875 | 0.23 | 0.11 | -0.12 | sell |
| 180 WEALTH ADVISORS, LLC | 1,567 | 518 | -1,049 | 0.15 | 0.04 | -0.11 | sell |
| Insight Wealth Strategies, LLC | 5,725 | 374 | -5,351 | 0.55 | 0.03 | -0.53 | sell |