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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
426
Camelot Portfolios
Ohio
$663K +$233K +1,980 +53%
CBFP
427
Cedar Brook Financial Partners
Ohio
$653K +$20.4K +173 +3%
AAS
428
Ameritas Advisory Services
Nebraska
$653K +$660K +5,607 New
GPA
429
Guerra Pan Advisors
New Jersey
$652K +$659K +5,601 New
XT
430
XTX Topco
Cayman Islands
$651K +$657K +5,585 New
CAM
431
Columbia Asset Management
Michigan
$643K -$16.1K -137 -2%
FFM
432
Forum Financial Management
Illinois
$629K +$636K +5,401 New
MWC
433
MBM Wealth Consultants
Missouri
$626K +$114K +971 +22%
QT
434
Quantbot Technologies
New York
$626K +$633K +5,381 New
LFAS
435
Level Four Advisory Services
Texas
$623K -$908K -7,714 -59%
GWMI
436
Guardian Wealth Management (Illinois)
Illinois
$623K +$630K +5,351 New
OC
437
Oakworth Capital
Alabama
$622K – – –
KLC
438
Knowledge Leaders Capital
Colorado
$622K +$52.4K +445 +9%
SACTSONJ
439
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$619K – – –
BAM
440
Berkshire Asset Management
Pennsylvania
$615K – – –
MC
441
Moors & Cabot
Massachusetts
$614K +$32.6K +277 +6%
EI
442
Ellevest Inc
New York
$608K -$45.7K -388 -7%
SRC
443
Sage Rhino Capital
California
$606K +$78K +663 +15%
AWM
444
Affinity Wealth Management
Delaware
$602K – – –
BBA
445
Braun-Bostich & Associates
Pennsylvania
$602K +$594K +5,049 New
BPA
446
Beacon Pointe Advisors
California
$596K +$305K +2,595 +103%
SFS
447
Sowell Financial Services
Arkansas
$596K +$602K +5,113 New
AWM
448
Apollon Wealth Management
South Carolina
$593K +$377K +3,201 +169%
MA
449
Mutual Advisors
Nebraska
$588K +$235 +2 +0%
AWA
450
Amplius Wealth Advisors
Pennsylvania
$588K +$594K +5,048 New
16 17
18
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