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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1001
Rossby Financial
Florida
$361K -$27.8K -148 -7%
MWM
1002
Modera Wealth Management
New Jersey
$359K +$66.2K +352 +23%
MFG
1003
Magnus Financial Group
New York
$356K – – –
RMDI
1004
R.M. Davis Inc
Maine
$355K +$28.2K +150 +9%
CPWA
1005
Cerro Pacific Wealth Advisors
California
$351K +$33.3K +177 +11%
CIAS
1006
Capital Investment Advisory Services
North Carolina
$350K -$13.5K -72 -4%
IC
1007
Inscription Capital
Texas
$347K +$123K +654 +56%
BFS
1008
BridgePort Financial Solutions
Iowa
$347K -$12K -64 -3%
GIP
1009
Greatmark Investment Partners
Georgia
$345K – – –
HI
1010
Hudock Inc
Pennsylvania
$345K +$346K +1,838 New
ONST
1011
Old North State Trust
North Carolina
$344K +$37.1K +197 +12%
LCGC
1012
Legacy Capital Group California
California
$344K +$6.21K +33 +2%
DIP
1013
Davis Investment Partners
North Carolina
$342K +$340K +1,806 New
PC
1014
Permanens Capital
New York
$342K +$339K +1,802 New
AWE
1015
Avidian Wealth Enterprises
Texas
$341K -$17.3K -92 -5%
PW
1016
PUREfi Wealth
Massachusetts
$339K +$95.9K +510 +40%
VC
1017
Veery Capital
Delaware
$339K +$336K +1,787 New
GDP
1018
Great Diamond Partners
Maine
$338K -$31K -165 -8%
WMA
1019
Wealth Management Associates
New Jersey
$338K – – –
TWP
1020
Triad Wealth Partners
Kansas
$337K +$32.5K +173 +9%
TWIM
1021
TIAA Wealth Investment Management
New York
$336K +$21.8K +116 +7%
PPWM
1022
PFG Private Wealth Management
Florida
$336K +$17.3K +92 +5%
CIM
1023
Cambria Investment Management
California
$334K +$331K +1,762 New
CAP
1024
Cordoba Advisory Partners
New York
$333K +$331K +1,758 New
HAG
1025
HighPoint Advisor Group
Illinois
$332K +$33.9K +180 +11%
39 40
41
42 43