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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1001
Canal Capital Management
Virginia
$365K -$4.7K -25 -1%
FLII
1002
First Long Island Investors
New York
$364K – – –
CWM
1003
Cordatus Wealth Management
Pennsylvania
$364K +$26.5K +141 +8%
SSCA
1004
South Shore Capital Advisors
Massachusetts
$363K – – –
CIM
1005
Capital Investment Management
Missouri
$361K -$5.83K -31 -2%
RF
1006
Rossby Financial
Florida
$361K -$27.8K -148 -7%
MWM
1007
Modera Wealth Management
New Jersey
$359K +$66.2K +352 +23%
MFG
1008
Magnus Financial Group
New York
$356K – – –
RMDI
1009
R.M. Davis Inc
Maine
$355K +$28.2K +150 +9%
CPWA
1010
Cerro Pacific Wealth Advisors
California
$351K +$33.3K +177 +11%
CIAS
1011
Capital Investment Advisory Services
North Carolina
$350K -$13.5K -72 -4%
IC
1012
Inscription Capital
Texas
$347K +$123K +654 +56%
BFS
1013
BridgePort Financial Solutions
Iowa
$347K -$12K -64 -3%
GIP
1014
Greatmark Investment Partners
Georgia
$345K – – –
HI
1015
Hudock Inc
Pennsylvania
$345K +$346K +1,838 New
ONST
1016
Old North State Trust
North Carolina
$344K +$37.1K +197 +12%
LCGC
1017
Legacy Capital Group California
California
$344K +$6.21K +33 +2%
DIP
1018
Davis Investment Partners
North Carolina
$342K +$340K +1,806 New
PC
1019
Permanens Capital
New York
$342K +$339K +1,802 New
AWE
1020
Avidian Wealth Enterprises
Texas
$341K -$17.3K -92 -5%
PW
1021
PUREfi Wealth
Massachusetts
$339K +$95.9K +510 +40%
VC
1022
Veery Capital
Delaware
$339K +$336K +1,787 New
GDP
1023
Great Diamond Partners
Maine
$338K -$31K -165 -8%
WMA
1024
Wealth Management Associates
New Jersey
$338K – – –
TWP
1025
Triad Wealth Partners
Kansas
$337K +$32.5K +173 +9%
39 40
41
42 43