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AstraZeneca

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
476
Plante Moran Financial Advisors
Michigan
$124K +$89.9K +955 +333%
HI
477
Human Investing
Oregon
$120K – – –
GDP
478
Great Diamond Partners
Maine
$120K +$114K +1,206 New
EWP
479
Engrave Wealth Partners
Texas
$119K +$113K +1,199 New
CFG
480
CKW Financial Group
Hawaii
$110K -$28.2K -300 -21%
KC
481
Knuff & Co
California
$110K +$104K +1,100 New
SWM
482
Sugarloaf Wealth Management
Georgia
$110K +$104K +1,101 New
WHG
483
Westwood Holdings Group
Texas
$108K – – –
AA
484
Ancora Advisors
Ohio
$107K +$101K +1,069 New
CTC
485
Central Trust Company
Missouri
$98K +$847 +9 +0.9%
EW
486
Evoke Wealth
California
$95.6K -$282 -3 -0.3%
TI
487
tru Independence
Oregon
$95K +$100K +1,064 New
PA
488
PSI Advisors
Florida
$93K +$88.2K +937 New
FFC
489
First Financial Corp
Indiana
$88K – – –
DWA
490
Dougherty Wealth Advisers
Minnesota
$86K – – –
EWA
491
Evolution Wealth Advisors
Florida
$82K +$67.3K +715 +656%
RWA
492
Ropes Wealth Advisors
Massachusetts
$80K – – –
TPWA
493
TRUE Private Wealth Advisors
Oregon
$79K +$75.3K +800 New
BWA
494
Burt Wealth Advisors
Maryland
$77K – – –
CCM
495
Covington Capital Management
California
$75K – – –
CIM
496
Contravisory Investment Management
Massachusetts
$64K -$753 -8 -1%
PFO
497
Pathstone Family Office
New Jersey
$62.7K +$35.3K +375 +147%
AWA
498
Artemis Wealth Advisors
New York
$61.7K +$58.3K +619 New
Toronto Dominion Bank
499
Toronto Dominion Bank
Ontario, Canada
$60K – – –
HWA
500
Heritage Wealth Advisors
Virginia
$59.8K +$5.55K +59 +11%