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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
326
Focused Wealth Management
New York
$46K – – –
TDC
327
Thompson Davis & Co
Virginia
$45K +$43.6K +750 New
PSC
328
Prentiss Smith & Co
Vermont
$44K – – –
LIA
329
LS Investment Advisors
Michigan
$40K – – –
ST
330
Smithfield Trust
Pennsylvania
$40K – – –
DVM
331
Dreman Value Management
Florida
$40K +$38.4K +661 New
CFG
332
CKW Financial Group
Hawaii
$39K – – –
CTC
333
Central Trust Company
Missouri
$36K – – –
IWMPD
334
Integrated Wealth Management (Palm Desert)
California
$33K – – –
APSP
335
Asset Planning Services (Pennsylvania)
Pennsylvania
$33K +$23.2K +400 +267%
JFGIW
336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K – – –
BFEC
337
Benjamin F. Edwards & Company
Missouri
$31K -$35K -603 -54%
SNT
338
Security National Trust
West Virginia
$31K – – –
CAW
339
Cornerstone Advisors (Washington)
Washington
$31K +$3.6K +62 +14%
CWM
340
Catamount Wealth Management
Connecticut
$30K – – –
LWCFA
341
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K – – –
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$5.46K +94 +24%
MWP
343
MYCIO Wealth Partners
Pennsylvania
$29K +$4.47K +77 +19%
WT
344
Whittier Trust
California
$27K +$11.6K +200 +80%
OSNBOA
345
Old Second National Bank of Aurora
Illinois
$26K +$25.1K +433 New
SWA
346
Sutton Wealth Advisors
Florida
$25.7K – – –
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$25K +$2.03K +35 +9%
BKA
348
Brick & Kyle Associates
Pennsylvania
$24K – – –
FANJ
349
Financial Architects (New Jersey)
New Jersey
$24K – – –
TWMP
350
Taylor Wealth Management Partners
Massachusetts
$24K – – –
12 13
14
15 16