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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
351
Prospera Financial Services
Texas
$275K +$265K +3,362 New
WTC
352
WhitTier Trust Company
Nevada
$274K -$9.85K -125 -4%
GHCM
353
Glen Harbor Capital Management
California
$274K +$56.3K +714 +27%
FHA
354
Flagship Harbor Advisors
Massachusetts
$272K -$3.86K -49 -1%
JCM
355
Jacobi Capital Management
Pennsylvania
$270K +$9.93K +126 +4%
CBFP
356
Cedar Brook Financial Partners
Ohio
$269K +$262K +3,329 New
CAM
357
Cresset Asset Management
Illinois
$268K +$119K +1,508 +83%
AMG
358
Advisors Management Group
Wisconsin
$266K +$79 +1 +0%
SDAM
359
Shulman DeMeo Asset Management
New York
$264K +$257K +3,262 New
CFB
360
Cullen/Frost Bankers
Texas
$262K -$67.4K -855 -21%
IB
361
Intrust Bank
Kansas
$261K -$81.6K -1,035 -24%
QT
362
Quantamental Technologies
New York
$261K +$255K +3,232 New
CG
363
Caprock Group
Idaho
$257K +$25.4K +322 +11%
SCM
364
Sterling Capital Management
North Carolina
$256K +$20.8K +264 +9%
MA
365
MUFG Americas
New York
$253K -$422K -5,351 -63%
KCM
366
Kendall Capital Management
Maryland
$253K -$13.8K -175 -5%
V
367
Veritable
Delaware
$250K -$4.41K -56 -2%
PWPS
368
Pinnacle Wealth Planning Services
Ohio
$249K -$37.3K -473 -13%
LSAG
369
Lake Street Advisors Group
New Hampshire
$247K +$28.4K +360 +13%
ASN
370
Advisory Services Network
Georgia
$244K -$24.6K -312 -9%
AWM
371
Affinity Wealth Management
Delaware
$243K – – –
BAM
372
Belpointe Asset Management
Nevada
$240K -$5.28K -67 -2%
NERM
373
New England Research & Management
Illinois
$239K – – –
CYG
374
Clean Yield Group
Vermont
$239K +$233K +2,950 New
CL
375
Choreo LLC
Illinois
$237K -$28.3K -359 -11%
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