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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
926
Mather Group
Illinois
$239K +$19.4K +134 +9%
OAM
927
Occidental Asset Management
California
$239K +$235K +1,626 New
LWMM
928
Legacy Wealth Management (Mississippi)
Mississippi
$239K -$50.8K -351 -18%
AM
929
AGF Management
Ontario, Canada
$239K – – –
CC
930
Chicago Capital
Illinois
$238K -$76K -525 -24%
AP
931
Adero Partners
California
$238K +$235K +1,621 New
DWM
932
Drive Wealth Management
Utah
$237K +$2.46K +17 +1%
HW
933
Hamilton Wealth
California
$235K +$231K +1,598 New
CSPIA
934
Cary Street Partners Investment Advisory
Virginia
$234K +$60.8K +420 +36%
RCA
935
Resonant Capital Advisors
Wisconsin
$233K +$230K +1,587 New
PCM
936
Penserra Capital Management
California
$233K +$16.3K +113 +8%
WPW
937
Warther Private Wealth
Ohio
$230K -$47.2K -326 -17%
CAM
938
CenterStar Asset Management
Illinois
$230K +$226K +1,564 New
PMA
939
Prudent Man Advisors
Illinois
$229K – – –
NRC
940
New Republic Capital
North Carolina
$228K -$24.9K -172 -10%
ADL
941
Asset Dedication LLC
California
$228K +$2.75K +19 +1%
FB
942
Finward Bancorp
Indiana
$228K +$224K +1,549 New
CMS
943
Capital Market Strategies
Florida
$227K – – –
SWA
944
SFMG Wealth Advisors
Texas
$227K +$223K +1,542 New
CFG
945
Carr Financial Group
Massachusetts
$225K – – –
SWA
946
Strategies Wealth Advisors
Michigan
$225K +$222K +1,531 New
SG
947
StoneX Group
New York
$224K +$220K +1,523 New
HIA
948
Harbor Investment Advisory
Maryland
$223K +$26.6K +184 +14%
GKWIM
949
Gerber Kawasaki Wealth & Investment Management
California
$222K +$218K +1,508 New
CNB
950
Camden National Bank
Maine
$221K +$218K +1,506 New
36 37
38
39 40