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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1101
Kelly Financial Services
Massachusetts
$2.44K – – –
SWM
1102
Sanctuary Wealth Management
Idaho
$2.42K – – –
BL
1103
BFSG LLC
California
$2.42K +$2.34K +18 New
PSB
1104
Piscataqua Savings Bank
New Hampshire
$2.36K – – –
TWD
1105
True Wealth Design
Ohio
$2.29K +$130 +1 +6%
TVAMP
1106
Tennessee Valley Asset Management Partners
Tennessee
$2.29K +$2.21K +17 New
MIA
1107
MeadowBrook Investment Advisors
Michigan
$2.09K +$2.08K +16 New
EWP
1108
Elevation Wealth Partners
California
$1.9K – – –
FRA
1109
Frank Rimerman Advisors
California
$1.89K +$1.82K +14 New
MCM
1110
MV Capital Management
Maryland
$1.82K – – –
VCM
1111
Versant Capital Management
Arizona
$1.82K -$6.11K -47 -77%
PIS
1112
POM Investment Strategies
North Carolina
$1.82K +$1.82K +14 New
LFG
1113
Larson Financial Group
Missouri
$1.78K -$4.81K -37 -74%
CHA
1114
Carmichael Hill & Associates
Maryland
$1.55K – – –
HWP
1115
Highline Wealth Partners
California
$1.35K – – –
GIM
1116
Gold Investment Management
Alberta, Canada
$1.35K +$1.3K +10 New
AWM
1117
Avior Wealth Management
Nebraska
$1.35K – – –
W
1118
WealthCollab
Washington
$1.28K +$1.3K +10 New
SC
1119
Solstein Capital
California
$1.28K – – –
RFG
1120
REAP Financial Group
Texas
$1.28K +$1.3K +10 New
CTA
1121
Colonial Trust Advisors
South Carolina
$1.21K – – –
TCWA
1122
Turtle Creek Wealth Advisors
Texas
$1.01K +$1.04K +8 New
OLVIG
1123
Oliver Lagore Vanvalin Investment Group
Michigan
$943 -$5.33K -41 -85%
DWA
1124
Delos Wealth Advisors
Texas
$943 – – –
OA
1125
Operose Advisors
Wisconsin
$674 -$64.7K -498 -99%
43 44
45
46 47