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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
351
Welch & Forbes
Massachusetts
$575K – – –
MHC
352
Meyer Handelman Company
New York
$573K +$581K +5,225 New
BAM
353
Belpointe Asset Management
Nevada
$568K +$312K +2,804 +118%
SWP
354
Stratos Wealth Partners
Ohio
$567K -$13.2K -119 -2%
PIMG
355
Patriot Investment Management Group
Tennessee
$567K +$14.5K +130 +3%
HAG
356
HighPoint Advisor Group
Illinois
$556K +$288K +2,585 +105%
CG
357
Caprock Group
Idaho
$552K +$62.7K +564 +13%
AWM
358
Aries Wealth Management
Maine
$550K – – –
SRC
359
Sage Rhino Capital
California
$550K +$10.6K +95 +2%
BCP
360
Berkeley Capital Partners
Georgia
$535K -$94.8K -852 -15%
IIC
361
Integrated Investment Consultants
Michigan
$528K +$54.8K +493 +11%
CA
362
Cetera Advisors
Colorado
$527K +$43.6K +392 +9%
ASN
363
Advisory Services Network
Georgia
$526K +$69.4K +624 +15%
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$525K +$100K +902 +23%
CAM
365
Cozad Asset Management
Illinois
$522K +$60K +539 +13%
AAP
366
Ardsley Advisory Partners
Connecticut
$521K -$278K -2,500 -34%
HJIM
367
Henry James International Management
New York
$521K -$173K -1,552 -25%
CB
368
Commerce Bank
Missouri
$520K +$21K +189 +4%
PPSG
369
Princeton Portfolio Strategies Group
New Jersey
$517K – – –
BCM
370
Bluefin Capital Management
New York
$510K – – –
SDAM
371
Shulman DeMeo Asset Management
New York
$510K +$222 +2 +0%
MA
372
Mutual Advisors
Nebraska
$508K -$3.67K -33 -0.7%
GAM
373
Griffin Asset Management
New York
$508K +$7.45K +67 +1%
SCM
374
Soleus Capital Management
Connecticut
$504K -$7.06M -63,505 -93%
HC
375
Henshaw Capital
Massachusetts
$503K – – –
13 14
15
16 17