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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
901
Sageworth Trust Company of South Dakota
South Dakota
$456K +$452K +2,405 New
OAS
902
Optivise Advisory Services
Tennessee
$455K +$9.4K +50 +2%
ACA
903
Aptus Capital Advisors
Alabama
$454K -$36.5K -194 -7%
SPC
904
Sigma Planning Corp
Michigan
$453K -$1.14M -6,043 -72%
GC
905
Grimes & Company
Massachusetts
$451K -$84.6K -450 -16%
AWM
906
Angeles Wealth Management
California
$451K +$38.9K +207 +10%
MA
907
MW Advisory
Georgia
$451K +$447K +2,376 New
5NPW
908
55 North Private Wealth
Florida
$450K +$447K +2,374 New
RIM
909
Redwood Investment Management
Arizona
$450K – – –
CTC
910
Cetera Trust Company
Minnesota
$449K +$446K +2,369 New
CFG
911
Certior Financial Group
Pennsylvania
$447K +$444K +2,359 New
AGC
912
Aspen Grove Capital
Colorado
$447K -$28.6K -152 -6%
AMG
913
Advisors Management Group
Wisconsin
$446K -$4.14K -22 -0.9%
B
914
Bellecapital
Switzerland
$446K -$32.7K -174 -7%
KWA
915
Kondo Wealth Advisors
California
$446K -$188 -1 -0%
KMWM
916
Keudell/Morrison Wealth Management
Oregon
$444K – – –
BWM
917
Braeburn Wealth Management
Michigan
$444K +$14.3K +76 +3%
HW
918
Hamilton Wealth
California
$442K -$166K -880 -27%
MNBTD
919
Moody National Bank Trust Division
Texas
$439K +$435K +2,313 New
SIS
920
Strategic Investment Solutions
Illinois
$434K – – –
RA
921
Riversedge Advisors
Delaware
$432K -$90.8K -483 -17%
PTC
922
Private Trust Company
Ohio
$432K +$434K +2,309 New
ZF
923
Zhang Financial
Michigan
$430K – – –
X
924
Xponance
Pennsylvania
$429K -$119K -632 -22%
TWM
925
Thrive Wealth Management
Pennsylvania
$429K +$426K +2,264 New
35 36
37
38 39