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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
476
Sage Rhino Capital
California
$545K +$49.8K +428 +10%
CGL
477
Clarius Group LLC
Washington
$542K +$169K +1,452 +47%
FMWA
478
Forvis Mazars Wealth Advisors
Missouri
$542K +$525K +4,513 New
HBT
479
Hills Bank & Trust
Iowa
$542K +$526K +4,515 New
EWA
480
EP Wealth Advisors
California
$540K +$115K +989 +28%
PSP
481
Principal Street Partners
Tennessee
$539K +$154K +1,322 +42%
KOC
482
Koss-Olinger Consulting
Florida
$537K -$202K -1,739 -28%
JC
483
JB Capital
Connecticut
$537K +$520K +4,470 New
V
484
Veritable
Delaware
$536K +$215K +1,851 +71%
KFI
485
Key Financial Inc
Pennsylvania
$535K +$2.68K +23 +0.5%
GAM
486
Garrison Asset Management
Arkansas
$532K -$6.75K -58 -1%
DY
487
Dowling & Yahnke
California
$532K +$21.7K +186 +4%
MWC
488
MBM Wealth Consultants
Missouri
$529K +$513K +4,407 New
CIAS
489
Capital Investment Advisory Services
North Carolina
$522K -$408K -3,504 -45%
ACS
490
Archford Capital Strategies
Illinois
$522K +$233 +2 +0%
CG
491
Caprock Group
Idaho
$514K +$142K +1,219 +40%
CL
492
COWA LLC
Oklahoma
$512K -$26.2K -225 -5%
BCA
493
Bray Capital Advisors
Florida
$511K – – –
EMG
494
ETF Managers Group
New Jersey
$503K +$119K +1,018 +32%
RCM
495
RB Capital Management
Nevada
$489K +$2.91K +25 +0.6%
PTC
496
Philadelphia Trust Company
Pennsylvania
$489K +$474K +4,073 New
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$488K -$177K -1,522 -27%
FHA
498
Flagship Harbor Advisors
Massachusetts
$488K – – –
MWM
499
Meridian Wealth Management
Kentucky
$487K – – –
WT
500
Whittier Trust
California
$487K +$53.2K +457 +13%
18 19
20
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