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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
926
Sequent Asset Management
Texas
$222K -$105K -701 -33%
HFM
927
Hartford Financial Management
Connecticut
$221K +$213K +1,415 New
SWA
928
SFMG Wealth Advisors
Texas
$220K -$74.5K -495 -26%
WAAG
929
Wealth Alliance Advisory Group
Kansas
$218K +$211K +1,400 New
NRC
930
New Republic Capital
North Carolina
$217K +$210K +1,394 New
CPC
931
Consolidated Planning Corp
Georgia
$217K +$210K +1,394 New
BOS
932
Bank of Stockton
California
$217K +$210K +1,393 New
CBFP
933
Cedar Brook Financial Partners
Ohio
$216K -$726K -4,823 -78%
CIS
934
Custom Index Systems
New York
$215K +$208K +1,379 New
TPWA
935
TRUE Private Wealth Advisors
Oregon
$215K +$207K +1,378 New
AT
936
Avalon Trust
New Mexico
$214K – – –
AFM
937
Armstrong Fleming & Moore
District of Columbia
$213K +$206K +1,369 New
WE
938
Wealth Effects
Massachusetts
$213K +$205K +1,363 New
BFM
939
Boston Financial Management
Massachusetts
$212K +$205K +1,361 New
BMO
940
Beck Mack & Oliver
New York
$212K +$204K +1,357 New
SW
941
SteelPeak Wealth
California
$211K +$203K +1,352 New
FWM
942
FMB Wealth Management
California
$211K +$203K +1,351 New
GIA
943
Gladstone Institutional Advisory
Florida
$210K +$203K +1,347 New
LIA
944
Lynx Investment Advisory
District of Columbia
$209K +$202K +1,340 New
HPM
945
Hoxton Planning & Management
West Virginia
$208K +$200K +1,331 New
BCG
946
Breakwater Capital Group
New Jersey
$207K +$200K +1,327 New
FWP
947
FAS Wealth Partners
Kansas
$207K +$199K +1,325 New
MM
948
MQS Management
New York
$207K -$401K -2,668 -67%
MAS
949
Meeder Advisory Services
Ohio
$206K +$198K +1,319 New
NL
950
Navalign LLC
California
$205K +$198K +1,313 New
36 37
38
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