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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1051
Lavaca Capital
Texas
$312K +$291K +1,548 +1,548%
SCP
1052
Sivia Capital Partners
California
$312K – – –
VAG
1053
VisionPoint Advisory Group
Texas
$312K -$130K -689 -30%
MW
1054
Marble Wealth
Alabama
$311K – – –
PIA
1055
Perennial Investment Advisors
California
$311K +$9.03K +48 +3%
LW
1056
Livet Wealth
Utah
$311K -$4.7K -25 -2%
WMA
1057
West Michigan Advisors
Michigan
$310K -$376 -2 -0.1%
FWI
1058
Facet Wealth Inc
Maryland
$309K +$39.7K +211 +15%
LI
1059
LRI Investments
Florida
$308K -$98.2K -522 -24%
VC
1060
Veracity Capital
Georgia
$308K +$305K +1,623 New
LWMM
1061
Legacy Wealth Management (Mississippi)
Mississippi
$308K +$305K +1,623 New
FCH
1062
Freestone Capital Holdings
Washington
$306K +$39.5K +210 +15%
MAS
1063
Meeder Advisory Services
Ohio
$306K +$86.9K +462 +40%
RFA
1064
ROI Financial Advisors
Oregon
$305K +$55.9K +297 +23%
GIA
1065
Gateway Investment Advisers
Ohio
$304K -$63K -335 -17%
ICP
1066
Interchange Capital Partners
Pennsylvania
$304K +$304K +1,617 New
CAM
1067
Carret Asset Management
New York
$303K +$301K +1,600 New
SL
1068
Summitry LLC
California
$303K +$17.3K +92 +6%
CG
1069
Caprock Group
Idaho
$299K +$297K +1,579 New
KIA
1070
KCM Investment Advisors
California
$299K – – –
RCA
1071
Resonant Capital Advisors
Wisconsin
$297K -$377K -2,006 -56%
VAM
1072
Verity Asset Management
North Carolina
$296K -$22.9K -122 -7%
SLG
1073
Sanchez Levi Garrett
$295K – – –
MSWM
1074
Mowery & Schoenfeld Wealth Management
Illinois
$294K – – –
FB
1075
Finward Bancorp
Indiana
$294K – – –
41 42
43
44 45