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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1201
Hara Capital
Washington
$3.12K +$3.23K +20 New
BCM
1202
Blume Capital Management
California
$2.88K +$3.07K +19 New
BL
1203
BFSG LLC
California
$2.81K – – –
PCWA
1204
Pacific Capital Wealth Advisors
California
$2.73K +$2.91K +18 New
FFO
1205
Fortitude Family Office
Arizona
$2.35K +$1.61K +10 +200%
AWM
1206
Atticus Wealth Management
Florida
$2.26K – – –
EWP
1207
Elevation Wealth Partners
California
$2.18K – – –
VCM
1208
Versant Capital Management
Arizona
$2.1K -$35.2K -218 -94%
PIS
1209
POM Investment Strategies
North Carolina
$2.1K -$10K -62 -82%
OW
1210
Olistico Wealth
Oklahoma
$1.64K – – –
ZRP
1211
Zynergy Retirement Planning
New Jersey
$1.64K – – –
GIM
1212
Gold Investment Management
Alberta, Canada
$1.56K – – –
SC
1213
Solstein Capital
California
$1.48K – – –
CTA
1214
Colonial Trust Advisors
South Carolina
$1.4K – – –
FFC
1215
First Financial Corp
Indiana
$1.32K -$4.68K -29 -76%
SWS
1216
SYSTM Wealth Solutions
Illinois
$1.01K -$814K -5,041 -100%
W
1217
WealthCollab
Washington
$1.01K – – –
HI
1218
Hoey Investments
Pennsylvania
$936 – – –
AFS
1219
Annapolis Financial Services
Maryland
$935 +$969 +6 New
TFM
1220
TFC Financial Management
Massachusetts
$780 – – –
MA
1221
Montag & Associates
Georgia
$780 +$807 +5 New
OA
1222
Operose Advisors
Wisconsin
$779 – – –
SIC
1223
SJS Investment Consulting
Ohio
$624 – – –
WBC
1224
West Branch Capital
Massachusetts
$611 +$646 +4 New
IRAG
1225
Investment Research & Advisory Group
Georgia
$312 +$323 +2 New
47 48
49
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