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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
501
Visionary Wealth Advisors
Illinois
$284K +$300K +2,836 New
KMWM
502
Keudell/Morrison Wealth Management
Oregon
$281K -$23.5K -222 -7%
SWA
503
SFMG Wealth Advisors
Texas
$281K +$29.4K +278 +11%
VHAM
504
Van Hulzen Asset Management
California
$281K +$298K +2,811 New
SFA
505
Sequoia Financial Advisors
Ohio
$277K +$50K +472 +21%
BDS
506
Banco de Sabadell
Florida
$274K +$19.4K +183 +7%
EI
507
Ellevest Inc
New York
$274K +$59.1K +558 +26%
FWP
508
FAS Wealth Partners
Kansas
$272K +$20.1K +190 +7%
BTW
509
Boston Trust Walden
Massachusetts
$270K – – –
BRWM
510
B. Riley Wealth Management
Tennessee
$269K -$53.1K -501 -16%
GA
511
Geller Advisors
New York
$264K – – –
TCA
512
Transcend Capital Advisors
New Jersey
$262K +$277K +2,617 New
FFBTD
513
First Financial Bank - Trust Division
Ohio
$261K +$5.3K +50 +2%
KIC
514
Keating Investment Counselors
Florida
$259K – – –
HM
515
Harvest Management
New York
$259K +$275K +2,594 New
V
516
Veritable
Delaware
$257K -$19.3K -182 -7%
FCFC
517
First Citizens Financial Corp
Iowa
$256K – – –
WANY
518
Wealthspire Advisors (New York)
New York
$255K +$43.7K +413 +19%
SS
519
Sunbelt Securities
Texas
$255K +$270K +2,551 New
TCM
520
Tandem Capital Management
New Jersey
$253K +$26.1K +246 +11%
FFWA
521
FRG Family Wealth Advisors
Washington
$252K +$39.7K +375 +17%
HB
522
Homrich & Berg
Georgia
$251K – – –
TCOT
523
Trust Company of Toledo
Ohio
$251K +$265K +2,506 New
WAAG
524
Wealth Alliance Advisory Group
Kansas
$250K +$10.4K +98 +4%
PAMG
525
Patton Albertson Miller Group
Tennessee
$249K -$16K -151 -6%
19 20
21
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