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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
951
AXQ Capital
New Jersey
$315K +$300K +1,711 New
TCBWMS
952
Texas Capital Bank Wealth Management Services
Texas
$314K +$300K +1,708 New
SB
953
Simmons Bank
Arkansas
$314K -$58.2K -332 -16%
SM
954
STF Management
Texas
$312K -$469K -2,675 -61%
KIM
955
Kestra Investment Management
Texas
$312K +$5.61K +32 +2%
MFIM
956
Mesirow Financial Investment Management
Illinois
$310K -$507K -2,888 -63%
CWM
957
Cordatus Wealth Management
Pennsylvania
$310K -$30.7K -175 -9%
LI
958
LRI Investments
Florida
$309K +$6.84K +39 +2%
MW
959
Marble Wealth
Alabama
$307K +$293K +1,671 New
CS
960
Cannell & Spears
New York
$306K – – –
PCM
961
PenderFund Capital Management
British Columbia, Canada
$306K – – –
OAM
962
Occidental Asset Management
California
$305K +$20.7K +118 +8%
ANBT
963
American National Bank & Trust
Texas
$304K +$39.5K +225 +16%
CPWA
964
Cerro Pacific Wealth Advisors
California
$303K +$289K +1,650 New
TPW
965
Tiller Private Wealth
Pennsylvania
$303K – – –
TR
966
Tepp RIA
New Jersey
$302K -$940K -5,361 -77%
WMA
967
Wealth Management Associates
New Jersey
$301K +$287K +1,638 New
AA
968
Ancora Advisors
Ohio
$299K +$177K +1,010 +164%
LWMM
969
Legacy Wealth Management (Mississippi)
Mississippi
$298K – – –
AM
970
AGF Management
Ontario, Canada
$298K – – –
LRWA
971
Long Run Wealth Advisors
New York
$298K -$11.9K -68 -4%
TF
972
Trek Financial
Arizona
$298K +$40.9K +233 +17%
OCA
973
Odyssey Capital Advisors
Pennsylvania
$297K +$284K +1,617 New
PPWM
974
PFG Private Wealth Management
Florida
$297K +$283K +1,616 New
MHR
975
Matthew Hamilton Rosenberg
$295K – – –
37 38
39
40 41