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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
976
Texas Capital Bank Wealth Management Services
Texas
$330K -$578 -3 -0.2%
CPWA
977
Cerro Pacific Wealth Advisors
California
$330K +$4.63K +24 +1%
QWP
978
Quotient Wealth Partners
Texas
$330K +$32.6K +169 +11%
CS
979
Cannell & Spears
New York
$329K -$193 -1 -0.1%
FHC
980
First Horizon Corporation
Tennessee
$329K +$86.2K +447 +37%
LW
981
Livet Wealth
Utah
$328K -$36.6K -190 -10%
TWIM
982
TIAA Wealth Investment Management
New York
$327K +$319K +1,657 New
RFP
983
Root Financial Partners
California
$325K -$24.1K -125 -7%
TPW
984
Tiller Private Wealth
Pennsylvania
$325K -$193 -1 -0.1%
SCP
985
Sivia Capital Partners
California
$325K -$454K -2,352 -59%
EL
986
EWA LLC
Pennsylvania
$324K +$317K +1,643 New
MW
987
Marble Wealth
Alabama
$324K -$5.4K -28 -2%
TR
988
Tepp RIA
New Jersey
$323K – – –
WA
989
Waystone Advisors
Washington
$323K +$316K +1,640 New
WMA
990
West Michigan Advisors
Michigan
$323K -$78.1K -405 -20%
PCM
991
PenderFund Capital Management
British Columbia, Canada
$323K – – –
FRM
992
Fox Run Management
Connecticut
$322K +$321K +1,663 New
AM
993
AGF Management
Ontario, Canada
$320K -$193 -1 -0.1%
ONST
994
Old North State Trust
North Carolina
$318K +$58.8K +305 +23%
OAM
995
Occidental Asset Management
California
$316K -$10.6K -55 -3%
GWMI
996
Guardian Wealth Management (Illinois)
Illinois
$316K -$66.5K -345 -18%
BDA
997
Borer Denton & Associates
Pennsylvania
$315K +$14.8K +77 +5%
PIA
998
Perennial Investment Advisors
California
$314K +$94.5K +490 +44%
PCM
999
Palisade Capital Management
New Jersey
$311K +$304K +1,577 New
KIA
1000
KCM Investment Advisors
California
$311K -$386 -2 -0.1%
38 39
40
41 42