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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1026
Klingman & Associates
New York
$257K +$15.6K +89 +7%
NS
1027
NBC Securities
Alabama
$256K -$10.3K -59 -4%
WA
1028
WealthTrust Axiom
Pennsylvania
$254K – – –
AFM
1029
Armstrong Fleming & Moore
District of Columbia
$254K – – –
KFA
1030
Kelleher Financial Advisors
New York
$254K – – –
WFA
1031
Wellspring Financial Advisors
Ohio
$254K +$242K +1,377 New
EFSCE
1032
Enterprise Financial Services Corp (EFSC)
Missouri
$254K +$6.49K +37 +3%
LWM
1033
Lyell Wealth Management
California
$254K +$242K +1,380 New
MW
1034
MBL Wealth
North Carolina
$253K +$242K +1,377 New
ST
1035
Sageworth Trust
Pennsylvania
$253K -$210K -1,196 -47%
NQWM
1036
Northwest Quadrant Wealth Management
Oregon
$251K – – –
MCM
1037
Manchester Capital Management
Vermont
$250K +$230K +1,312 +2,852%
FGWP
1038
Founders Grove Wealth Partners
Virginia
$249K +$238K +1,357 New
CC
1039
Chicago Capital
Illinois
$248K -$16.7K -95 -7%
ONST
1040
Old North State Trust
North Carolina
$246K +$234K +1,337 New
IAIM
1041
International Assets Investment Management
Florida
$246K -$65.2K -372 -22%
AWE
1042
Avidian Wealth Enterprises
Texas
$244K +$233K +1,326 New
SCM
1043
Saxony Capital Management
Missouri
$243K – – –
TFA
1044
Tobias Financial Advisors
Florida
$243K +$232K +1,322 New
NL
1045
Navalign LLC
California
$241K – – –
1SB
1046
1ST Source Bank
Indiana
$241K – – –
TWA
1047
Talisman Wealth Advisors
New Jersey
$241K -$28.2K -161 -11%
GS
1048
GTS Securities
Florida
$241K -$1.8M -10,289 -89%
BBP
1049
Banco BTG Pactual
Brazil
$240K +$229K +1,304 New
AL
1050
Aspiriant LLC
California
$236K +$225K +1,284 New
40 41
42
43 44