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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
776
Custom Index Systems
New York
$618K -$1.54K -8 -0.3%
ISWM
777
Intesa Sanpaolo Wealth Management
$615K +$610K +3,164 New
WJWM
778
Williams Jones Wealth Management
New York
$615K +$24.7K +128 +4%
PEWA
779
Pacific Excel Wealth Advisors
California
$612K +$258K +1,339 +76%
CH
780
Cromwell Holdings
Wyoming
$603K -$193 -1 -0%
CF
781
Centaurus Financial
California
$602K -$49.7K -258 -8%
HFO
782
Heritage Family Offices
Arizona
$596K -$185K -962 -24%
GVAG
783
Great Valley Advisor Group
Delaware
$595K +$29.1K +151 +5%
AP
784
Anchyra Partners
Georgia
$592K +$32.4K +168 +6%
HCM
785
Howland Capital Management
Massachusetts
$592K +$578K +3,000 New
FHA
786
Flagship Harbor Advisors
Massachusetts
$591K -$94.1K -488 -14%
1M
787
1248 Management
Missouri
$587K +$562K +2,915 +4,779%
EA
788
Everpar Advisors
Oklahoma
$585K -$11.2K -58 -2%
MSFS
789
Main Street Financial Solutions
Pennsylvania
$584K +$201K +1,045 +55%
JCM
790
Jacobi Capital Management
Pennsylvania
$583K -$140K -728 -20%
CYG
791
Clean Yield Group
Vermont
$582K – – –
MWM
792
Mission Wealth Management
California
$576K -$192K -997 -25%
BCG
793
Breakwater Capital Group
New Jersey
$571K -$1.74K -9 -0.3%
X
794
Xponance
Pennsylvania
$571K +$99.9K +518 +22%
GAM
795
Gotham Asset Management
New York
$566K +$151K +783 +38%
ST
796
Sentinel Trust
Texas
$563K -$193 -1 -0%
PFT
797
Providence First Trust
Arizona
$561K +$193K +1,000 +54%
7WCP
798
71 West Capital Partners
Massachusetts
$558K +$333K +1,729 +150%
GC
799
Grimes & Company
Massachusetts
$558K +$31.4K +163 +6%
KP
800
Keel Point
Alabama
$558K -$462K -2,398 -46%
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