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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
726
Hamel Associates
New Jersey
$845K -$29.2K -155 -3%
AWM
727
Aries Wealth Management
Maine
$839K -$14.1K -75 -2%
FWA
728
FSM Wealth Advisors
Ohio
$838K +$36.1K +192 +5%
HWMO
729
Heritage Wealth Management (Ohio)
Ohio
$837K +$830K +4,415 New
BM
730
Berman McAleer
Maryland
$832K +$10.3K +55 +1%
GT
731
Glenview Trust
Kentucky
$824K +$74.5K +396 +10%
PPW
732
Presilium Private Wealth
Pennsylvania
$823K +$817K +4,342 New
EAN
733
Excelsior Advisor Network
Colorado
$823K +$816K +4,338 New
AC
734
AlphaCore Capital
California
$815K +$137K +726 +20%
CWS
735
Confluence Wealth Services
Pennsylvania
$814K +$807K +4,292 New
ACM
736
Advisors Capital Management
New Jersey
$813K +$21.4K +114 +3%
KCM
737
Kathmere Capital Management
Pennsylvania
$807K -$269K -1,430 -25%
BCIM
738
British Columbia Investment Management
British Columbia, Canada
$806K -$26.2M -139,552 -97%
LI
739
LDIC Inc
$799K +$792K +4,212 New
CWM
740
Calamos Wealth Management
Illinois
$798K -$4.33M -23,019 -85%
BJL
741
Brighton Jones LLC
Washington
$797K +$54.5K +290 +7%
TFS
742
Thoroughbred Financial Services
Tennessee
$796K -$5.64K -30 -0.7%
MFGM
743
Marshall Financial Group (Maryland)
Maryland
$787K +$781K +4,153 New
BCM
744
Brookstone Capital Management
Illinois
$786K +$559K +2,970 +253%
KFI
745
Key Financial Inc
Pennsylvania
$783K -$6.96K -37 -0.9%
OC
746
Oakworth Capital
Alabama
$781K – – –
BPW
747
Bingham Private Wealth
California
$778K +$26K +138 +3%
PAP
748
Persistent Asset Partners
Hong Kong
$769K +$531K +2,822 +228%
BIAS
749
Beacon Investment Advisory Services
New Jersey
$767K – – –
MG
750
Marex Group
$764K +$396K +2,103 +109%
28 29
30
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