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Takeda Pharmaceutical
TAK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
301
MASECO Private Wealth
$5.84K – – –
GWM
302
Geneos Wealth Management
Colorado
$5.69K – – –
HWP
303
Highline Wealth Partners
California
$5.48K – – –
RWM
304
Raffa Wealth Management
District of Columbia
$5.06K – – –
CTB
305
Country Trust Bank
Illinois
$4.8K – – –
NSIM
306
North Star Investment Management
Illinois
$4.63K +$421 +24 +11%
TF
307
Tompkins Financial
New York
$4.54K +$4.3K +245 New
HAP
308
Harbor Asset Planning
Massachusetts
$4.35K – – –
PWA
309
Principia Wealth Advisory
Texas
$4.13K +$1.32K +75 +51%
CMP
310
Coston McIsaac & Partners
Maine
$4K – – –
FMP
311
Financial Management Professionals
Texas
$3.91K +$1.51K +86 +69%
KFA
312
Kelleher Financial Advisors
New York
$3.88K – – –
RFP
313
Root Financial Partners
California
$3.78K +$474 +27 +15%
CFM
314
Cornerstone Financial Management
Massachusetts
$3.78K +$1.47K +84 +70%
CFSG
315
Community Financial Services Group
Vermont
$3.77K +$3.53K +201 New
IAS
316
IMA Advisory Services
Colorado
$3.63K -$88 -5 -2%
BSB
317
Bangor Savings Bank
Maine
$3.44K – – –
MCM
318
MV Capital Management
Maryland
$3.37K +$2.7K +154 +550%
PWA
319
Physician Wealth Advisors
Utah
$3.33K +$983 +56 +45%
JFA
320
JNBA Financial Advisors
Minnesota
$3.2K – – –
NRG
321
Nemes Rush Group
Michigan
$3.13K – – –
EPIM
322
Evelyn Partners Investment Management
$3.09K – – –
HHCP
323
Hilton Head Capital Partners
South Carolina
$3.02K – – –
AIC
324
Archer Investment Corporation
Indiana
$2.72K – – –
JWA
325
JFS Wealth Advisors
Pennsylvania
$2.7K -$12.3K -703 -83%
11 12
13
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