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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
501
Global Retirement Partners
California
$57K -$5.27K -56 -9%
TF
502
Tompkins Financial
New York
$56K -$7.44K -79 -12%
TSW
503
Thompson Siegel & Walmsley
Virginia
$56K – – –
EI
504
Ellevest Inc
New York
$56K +$40.7K +432 +346%
SIAS
505
Shine Investment Advisory Services
Colorado
$55K -$12.5K -133 -19%
RMC
506
Resources Management Corp
Connecticut
$55K – – –
PCM
507
Prelude Capital Management
New York
$53K -$567K -6,019 -92%
EFSCE
508
Enterprise Financial Services Corp (EFSC)
Missouri
$53K – – –
WEC
509
Winslow Evans & Crocker
Massachusetts
$52K – – –
WPA
510
West Paces Advisors
Georgia
$51.1K – – –
SNT
511
Security National Trust
West Virginia
$51K – – –
FHA
512
First Horizon Advisors
Tennessee
$50K -$1.22K -13 -2%
LWCFA
513
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K – – –
OIA
514
Optimum Investment Advisors
Illinois
$50K – – –
PB
515
Pinnacle Bancorp
Nebraska
$50K – – –
SIC
516
Salem Investment Counselors
North Carolina
$50K – – –
FGAM
517
Financial Gravity Asset Management
Texas
$50K +$941 +10 +71%
QAM
518
QCI Asset Management
New York
$48K – – –
SQA
519
Simon Quick Advisors
New Jersey
$48K +$42.8K +455 +1,517%
SFSIG
520
San Francisco Sentry Investment Group
California
$47K -$188 -2 -0.4%
RWB
521
RMR Wealth Builders
New Jersey
$46K +$43.8K +465 New
OIM
522
Opus Investment Management
Massachusetts
$45K – – –
M
523
MOTCO
Texas
$43K -$19.8K -210 -33%
PCIA
524
Prime Capital Investment Advisors
Kansas
$43K +$4.8K +51 +13%
ACM
525
Allred Capital Management
Texas
$42.7K +$40.4K +429 New
19 20
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