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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
726
Heritage Wealth Management (Ohio)
Ohio
$837K +$830K +4,415 New
BM
727
Berman McAleer
Maryland
$832K +$10.3K +55 +1%
GT
728
Glenview Trust
Kentucky
$824K +$74.5K +396 +10%
PPW
729
Presilium Private Wealth
Pennsylvania
$823K +$817K +4,342 New
EAN
730
Excelsior Advisor Network
Colorado
$823K +$816K +4,338 New
AC
731
AlphaCore Capital
California
$815K +$137K +726 +20%
CWS
732
Confluence Wealth Services
Pennsylvania
$814K +$807K +4,292 New
ACM
733
Advisors Capital Management
New Jersey
$813K +$21.4K +114 +3%
KCM
734
Kathmere Capital Management
Pennsylvania
$807K -$269K -1,430 -25%
BCIM
735
British Columbia Investment Management
British Columbia, Canada
$806K -$26.2M -139,552 -97%
LI
736
LDIC Inc
$799K +$792K +4,212 New
CWM
737
Calamos Wealth Management
Illinois
$798K -$4.33M -23,019 -85%
BJL
738
Brighton Jones LLC
Washington
$797K +$54.5K +290 +7%
TFS
739
Thoroughbred Financial Services
Tennessee
$796K -$5.64K -30 -0.7%
MFGM
740
Marshall Financial Group (Maryland)
Maryland
$787K +$781K +4,153 New
BCM
741
Brookstone Capital Management
Illinois
$786K +$559K +2,970 +253%
KFI
742
Key Financial Inc
Pennsylvania
$783K -$6.96K -37 -0.9%
OC
743
Oakworth Capital
Alabama
$781K – – –
BPW
744
Bingham Private Wealth
California
$778K +$26K +138 +3%
PAP
745
Persistent Asset Partners
Hong Kong
$769K +$531K +2,822 +228%
BIAS
746
Beacon Investment Advisory Services
New Jersey
$767K – – –
MG
747
Marex Group
$764K +$396K +2,103 +109%
EWM
748
EPG Wealth Management
Georgia
$763K -$280K -1,488 -27%
AWM
749
Accurate Wealth Management
Florida
$763K +$5.64K +30 +0.7%
CA
750
Cullinan Associates
Kentucky
$761K – – –
28 29
30
31 32