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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
826
Widmann Financial Services
Maryland
$304K +$36.2K +258 +13%
TSW
827
Thompson Siegel & Walmsley
Virginia
$302K – – –
C
828
Certuity
Florida
$301K -$4.76K -34 -2%
CT
829
Clearstead Trust
Maine
$301K -$140 -1 -0%
DC
830
DeDora Capital
California
$301K +$21K +150 +7%
DBRC
831
D.B. Root & Company
Pennsylvania
$301K -$333K -2,377 -52%
FFWA
832
FRG Family Wealth Advisors
Washington
$300K – – –
NSAM
833
North Star Asset Management
Wisconsin
$300K +$301K +2,150 New
HFS
834
Howard Financial Services
Texas
$296K -$42.7K -305 -13%
CAM
835
Covenant Asset Management
New Jersey
$296K – – –
NFC
836
Northstar Financial Companies
Pennsylvania
$295K -$7.85K -56 -3%
EPIM
837
Evelyn Partners Investment Management
$293K – – –
HFW
838
Horizon Family Wealth
Illinois
$293K – – –
HFP
839
Holistic Financial Partners
Indiana
$291K +$88K +628 +43%
FFBTD
840
First Financial Bank - Trust Division
Ohio
$290K +$7.01K +50 +2%
IAN
841
Integrated Advisors Network
Texas
$290K +$18.4K +131 +7%
SMA
842
Sage Mountain Advisors
Georgia
$288K -$24.9K -178 -8%
PFPT
843
Pinnacle Financial Partners (Tennessee)
Tennessee
$288K -$19.2K -137 -6%
VWA
844
Visionary Wealth Advisors
Illinois
$288K – – –
AWM
845
Affinity Wealth Management
Delaware
$286K – – –
AWP
846
Axis Wealth Partners
Rhode Island
$284K – – –
RA
847
Riversedge Advisors
Delaware
$284K -$31.1K -222 -10%
SWM
848
SFG Wealth Management
Maryland
$283K – – –
SRL
849
Scientech Research LLC
New Jersey
$283K +$284K +2,028 New
TWM
850
Thrive Wealth Management
Pennsylvania
$283K -$6.17K -44 -2%
32 33
34
35 36