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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
726
Baker Tilly Wealth Management
Wisconsin
$311K +$314K +2,296 New
HFM
727
Harvest Fund Management
China
$310K +$102K +748 +48%
NS
728
NBC Securities
Alabama
$310K +$313K +2,291 New
LAI
729
Legal Advantage Investments
California
$308K -$17.1K -125 -5%
PGAM
730
Princeton Global Asset Management
New Jersey
$308K +$135K +991 +77%
CAM
731
Covenant Asset Management
New Jersey
$305K – – –
SA
732
Strategic Advisors
New York
$305K – – –
CIA
733
Compass Ion Advisors
Pennsylvania
$302K +$305K +2,230 New
GBWM
734
Granite Bay Wealth Management
New Hampshire
$301K +$301K +2,205 New
D
735
Diversified
Delaware
$300K +$9.56K +70 +3%
FCP
736
Fidelis Capital Partners
Florida
$298K +$66.1K +484 +28%
LCWP
737
Legacy Capital Wealth Partners
Arkansas
$296K +$299K +2,186 New
SB
738
Simmons Bank
Arkansas
$296K +$3.55K +26 +1%
SQA
739
Simon Quick Advisors
New Jersey
$295K -$33.9K -248 -10%
AI
740
Aperture Investors
New York
$294K – – –
MBT
741
Montecito Bank & Trust
California
$293K – – –
AT
742
American Trust
Kentucky
$293K -$47.8K -350 -14%
GVAG
743
Great Valley Advisor Group
Delaware
$292K +$57.1K +418 +24%
KMWM
744
Keudell/Morrison Wealth Management
Oregon
$291K +$819 +6 +0.3%
WCA
745
Westover Capital Advisors
Delaware
$289K -$3.42K -25 -1%
SAM
746
Sequent Asset Management
Texas
$288K – – –
AWM
747
Altus Wealth Management
Kentucky
$287K – – –
CCA
748
Cora Capital Advisors
New Jersey
$287K -$410 -3 -0.1%
DG
749
DMC Group
Alabama
$287K -$7.38K -54 -2%
ICG
750
InterOcean Capital Group
Tennessee
$286K -$56.3K -412 -16%
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30
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