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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
501
AR Asset Management
California
$480K – – –
RGC
502
Roberts, Glore & Co
Illinois
$477K +$462K +3,970 New
GA
503
Geller Advisors
New York
$474K +$65.1K +559 +17%
GRP
504
Global Retirement Partners
California
$472K +$382K +3,281 +505%
BWP
505
BSW Wealth Partners
Colorado
$471K +$45.4K +390 +11%
BP
506
Ballentine Partners
Massachusetts
$470K +$37.5K +322 +9%
AFM
507
Andesa Financial Management
Pennsylvania
$468K +$454K +3,902 New
ASN
508
Advisory Services Network
Georgia
$467K +$58.6K +503 +15%
PCA
509
Personal Capital Advisors
California
$462K -$17K -146 -4%
SFI
510
SPC Financial Inc
Maryland
$462K +$448K +3,850 New
HJIM
511
Henry James International Management
New York
$456K – – –
JCM
512
Jacobi Capital Management
Pennsylvania
$454K -$17.2K -148 -4%
CAM
513
Cozad Asset Management
Illinois
$452K +$3.96K +34 +0.9%
CP
514
Camelot Portfolios
Ohio
$446K +$432K +3,714 New
NP
515
NorthRock Partners
Minnesota
$444K +$54.8K +471 +15%
MPPW
516
Mitchell & Pahl Private Wealth
Oklahoma
$440K +$11.6K +100 +3%
LCM
517
LVM Capital Management
Michigan
$438K – – –
JIC
518
Johnson Investment Counsel
Ohio
$438K +$70.3K +604 +20%
SL
519
Stevard LLC
Illinois
$435K – – –
KWM
520
Kingsview Wealth Management
Oregon
$431K +$10.2K +88 +3%
MW
521
Marcum Wealth
Ohio
$431K +$203K +1,747 +95%
BIAS
522
Beacon Investment Advisory Services
New Jersey
$430K -$4.66K -40 -1%
FIM
523
Fruth Investment Management
Texas
$429K – – –
GAMC
524
Garner Asset Management Corp
Texas
$427K -$1.16K -10 -0.3%
PP
525
PDS Planning
Ohio
$423K +$78.3K +673 +24%
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