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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
426
First Hawaiian Bank
Hawaii
$977K -$26.3K -210 -3%
EI
427
Ellevest Inc
New York
$973K +$140K +1,115 +18%
CWP
428
Cyndeo Wealth Partners
Florida
$969K +$896K +7,145 New
TYCC
429
Texas Yale Capital Corp
Florida
$958K – – –
HKAM
430
Horizon Kinetics Asset Management
New York
$953K -$64.8K -517 -7%
JCM
431
Jag Capital Management
Missouri
$948K +$491K +3,912 +127%
BS
432
Boenning & Scattergood
Pennsylvania
$939K +$70.6K +563 +9%
OC
433
Oarsman Capital
Wisconsin
$934K -$211K -1,680 -20%
DWM
434
Dakota Wealth Management
Florida
$928K -$13.4K -107 -2%
VFA
435
Valeo Financial Advisors
Indiana
$923K +$234K +1,868 +38%
MAM
436
Marotta Asset Management
Virginia
$916K -$9.15K -73 -1%
CWS
437
Confluence Wealth Services
Pennsylvania
$913K – – –
AIM
438
Allen Investment Management
New York
$912K -$50.3K -401 -6%
WS
439
Wedbush Securities
California
$911K -$107K -856 -11%
SWP
440
Stratos Wealth Partners
Ohio
$911K -$30K -239 -3%
GRP
441
Global Retirement Partners
California
$909K -$11K -88 -1%
SPC
442
Sigma Planning Corp
Michigan
$904K -$2.13K -17 -0.3%
IWM
443
IHT Wealth Management
Illinois
$904K +$102K +814 +14%
CBFP
444
Cedar Brook Financial Partners
Ohio
$898K +$78.9K +629 +10%
PA
445
Parallel Advisors
California
$897K -$51.7K -412 -6%
TFS
446
Thoroughbred Financial Services
Tennessee
$889K +$823K +6,559 New
TNA
447
True North Advisors
Texas
$888K – – –
WFI
448
West Family Investments
California
$888K -$11.5K -92 -1%
SIA
449
Schechter Investment Advisors
Michigan
$887K +$90K +718 +12%
9WM
450
9258 Wealth Management
Ohio
$884K -$31.9K -254 -4%
16 17
18
19 20