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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
501
1620 Investment Advisors
Massachusetts
$648K +$40.4K +308 +7%
JWM
502
Jackson Wealth Management
Florida
$642K -$1.04M -7,895 -62%
IWM
503
IHT Wealth Management
Illinois
$639K +$22.2K +169 +4%
SIG
504
Stonegate Investment Group
Alabama
$638K -$317K -2,419 -33%
RCM
505
RB Capital Management
Nevada
$636K +$81.6K +622 +15%
RMCM
506
Reynders McVeigh Capital Management
Massachusetts
$634K -$4.46K -34 -0.7%
FT
507
Fiduciary Trust
Massachusetts
$632K -$3.54K -27 -0.6%
CGA
508
Channing Global Advisors
Florida
$629K -$35K -267 -5%
CAM
509
Columbia Asset Management
Michigan
$629K +$625K +4,760 New
KIA
510
KCM Investment Advisors
California
$627K -$18.1K -138 -3%
CG
511
Caprock Group
Idaho
$625K -$11.9K -91 -2%
FSC
512
Full Sail Capital
Oklahoma
$623K – – –
SIG
513
Spinnaker Investment Group
California
$622K – – –
CIA
514
Cohen Investment Advisors
New Hampshire
$620K -$7.61K -58 -1%
VT
515
Vise Technologies
New York
$619K +$285K +2,173 +86%
BP
516
Ballentine Partners
Massachusetts
$618K +$119K +904 +24%
AWA
517
Amplius Wealth Advisors
Pennsylvania
$617K -$29.1K -222 -5%
MPPW
518
Mitchell & Pahl Private Wealth
Oklahoma
$617K +$16K +122 +3%
MA
519
Mutual Advisors
Nebraska
$611K -$17.6K -134 -3%
RSWM
520
Robertson Stephens Wealth Management
California
$591K +$587K +4,477 New
ISWM
521
Independent Solutions Wealth Management
New York
$590K +$204K +1,553 +53%
WCP
522
Wick Capital Partners
Pennsylvania
$587K +$583K +4,443 New
DY
523
Dowling & Yahnke
California
$586K – – –
AFM
524
Andesa Financial Management
Pennsylvania
$586K +$10.9K +83 +2%
GI
525
Gradient Investments
Minnesota
$582K -$11.9K -91 -2%
19 20
21
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