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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
376
Personal Capital Advisors
California
$557K +$12.8K +121 +2%
MIP
377
Marietta Investment Partners
Wisconsin
$556K -$855K -8,069 -59%
MIH
378
Meitav Investment House
Israel
$556K +$587K +5,545 New
LSAG
379
Lake Street Advisors Group
New Hampshire
$554K -$619K -5,848 -51%
DWT
380
Dorsey & Whitney Trust
South Dakota
$550K -$9K -85 -2%
CC
381
Courier Capital
New York
$547K +$5.3K +50 +0.9%
MOS
382
MGO One Seven
Ohio
$532K -$80.5K -760 -13%
QCG
383
Quadrant Capital Group
Ohio
$531K -$4.24K -40 -0.7%
NP
384
NorthRock Partners
Minnesota
$530K -$483K -4,564 -46%
BAM
385
Berkshire Asset Management
Pennsylvania
$529K +$561K +5,295 New
SIGI
386
Susquehanna International Group (Ireland)
Ireland
$528K +$560K +5,286 New
PIMG
387
Patriot Investment Management Group
Tennessee
$527K +$10.4K +98 +2%
IIC
388
Integrated Investment Consultants
Michigan
$527K +$47.7K +450 +9%
WF
389
Welch & Forbes
Massachusetts
$525K – – –
BWM
390
Bulltick Wealth Management
Florida
$523K +$554K +5,229 New
FHA
391
Flagship Harbor Advisors
Massachusetts
$510K -$84K -793 -13%
AWM
392
Aries Wealth Management
Maine
$510K – – –
CA
393
Cetera Advisors
Colorado
$502K +$22.3K +211 +4%
VVP
394
Venture Visionary Partners
Ohio
$489K +$518K +4,894 New
VWM
395
Venturi Wealth Management
Texas
$485K -$214K -2,021 -29%
CT
396
Coastline Trust
Rhode Island
$482K +$139K +1,310 +37%
BS
397
Banco Santander
Spain
$482K +$511K +4,825 New
SW
398
SVB Wealth
Massachusetts
$480K +$27K +255 +6%
BCP
399
Berkeley Capital Partners
Georgia
$479K -$10.3K -97 -2%
4WM
400
44 Wealth Management
Oregon
$479K +$508K +4,792 New
14 15
16
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