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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1001
Klingman & Associates
New York
$310K +$34.3K +178 +13%
HAG
1002
HighPoint Advisor Group
Illinois
$310K -$2.96M -15,348 -91%
SLG
1003
Sanchez Levi Garrett
$307K +$300K +1,556 New
KPWG
1004
KFA Private Wealth Group
Virginia
$306K +$55.1K +286 +23%
MSWM
1005
Mowery & Schoenfeld Wealth Management
Illinois
$306K – – –
FB
1006
Finward Bancorp
Indiana
$305K -$193 -1 -0.1%
MWM
1007
Modera Wealth Management
New Jersey
$304K +$297K +1,540 New
CWWM
1008
Clear Wave Wealth Management
New Jersey
$303K +$296K +1,536 New
AA
1009
Ancora Advisors
Ohio
$303K -$17.7K -92 -6%
EFSCE
1010
Enterprise Financial Services Corp (EFSC)
Missouri
$303K +$29.5K +153 +11%
OFG
1011
Oxford Financial Group
Indiana
$300K +$293K +1,522 New
KA
1012
Kovack Advisors
Florida
$299K -$97.2K -504 -25%
AC
1013
Apella Capital
Connecticut
$297K +$280K +1,452 New
SL
1014
Summitry LLC
California
$297K +$291K +1,507 New
LCM
1015
Legato Capital Management
California
$296K +$290K +1,502 New
CCA
1016
Childress Capital Advisors
Texas
$295K -$8.48K -44 -3%
CIA
1017
CCM Investment Advisers
South Carolina
$294K -$193 -1 -0.1%
CFA
1018
Collaborative Fund Advisors
Nevada
$294K +$288K +1,492 New
EGA
1019
E&G Advisors
Texas
$294K +$9.64K +50 +3%
HIA
1020
Harbor Investment Advisory
Maryland
$291K -$51.3K -266 -15%
P
1021
Palladiem
Pennsylvania
$290K +$771 +4 +0.3%
PW
1022
Paladin Wealth
Minnesota
$290K +$50.7K +263 +22%
LWA
1023
Legacy Wealth Advisors
Florida
$289K +$288K +1,494 New
HPM
1024
Hoxton Planning & Management
West Virginia
$289K -$9.64K -50 -3%
CIEC
1025
Crédit Industriel et Commercial
France
$288K +$285K +1,479 New
39 40
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