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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
501
Buckingham Strategic Wealth
Missouri
$260K +$48K +477 +22%
KMWM
502
Keudell/Morrison Wealth Management
Oregon
$258K -$22.1K -220 -8%
BCV
503
Banque Cantonale Vaudoise
Switzerland
$256K +$195K +1,943 +306%
IB
504
Intrust Bank
Kansas
$254K +$257K +2,559 New
FFWA
505
FRG Family Wealth Advisors
Washington
$251K – – –
V
506
Veritable
Delaware
$250K -$5.03K -50 -2%
IAA
507
Independent Advisor Alliance
North Carolina
$249K -$352K -3,498 -58%
HC
508
Hendley & Co
Ohio
$249K -$201K -2,000 -44%
DA
509
DCM Advisors
New York
$249K +$251K +2,500 New
SM
510
SG3 Management
Puerto Rico
$249K +$251K +2,500 New
SWA
511
SFMG Wealth Advisors
Texas
$248K -$32.1K -319 -11%
HTC
512
Haverford Trust Company
Pennsylvania
$248K – – –
WAAG
513
Wealth Alliance Advisory Group
Kansas
$248K – – –
GWSG
514
GPS Wealth Strategies Group
Colorado
$246K +$27.7K +276 +13%
TAIM
515
TD Ameritrade Investment Management
Nebraska
$245K – – –
BBP
516
Banco BTG Pactual
Brazil
$244K +$246K +2,450 New
WCA
517
Westover Capital Advisors
Delaware
$243K +$13.9K +138 +6%
NW
518
NewEdge Wealth
Pennsylvania
$243K +$246K +2,446 New
HB
519
Homrich & Berg
Georgia
$241K -$9.05K -90 -4%
EWA
520
Exencial Wealth Advisors
Oklahoma
$241K +$243K +2,419 New
BIA
521
Barry Investment Advisors
Massachusetts
$241K +$244K +2,426 New
PA
522
Procyon Advisors
Connecticut
$240K – – –
LAI
523
Legal Advantage Investments
California
$239K – – –
CRC
524
Curi RMB Capital
Illinois
$238K -$2.11K -21 -0.9%
MWM
525
Mission Wealth Management
California
$238K +$24.6K +245 +11%
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21
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