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AstraZeneca

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
501
Geneos Wealth Management
Colorado
$763K -$50.8K -372 -6%
Venture Visionary Partners
502
Venture Visionary Partners
Ohio
$760K – – –
PCP
503
Proficio Capital Partners
Massachusetts
$759K -$3K -22 -0.4%
GPA
504
Guerra Pan Advisors
New Jersey
$759K – – –
Regions Financial Corp
505
Regions Financial Corp
Alabama
$753K +$2.6K +19 +0.3%
Caprock Group
506
Caprock Group
Idaho
$752K +$17.9K +131 +2%
FAIM
507
Financial Advocates Investment Management
Washington
$752K +$122K +892 +19%
Forum Financial Management
508
Forum Financial Management
Illinois
$747K +$2.32K +17 +0.3%
Dana Investment Advisors
509
Dana Investment Advisors
Wisconsin
$739K +$227K +1,663 +44%
GD
510
Grandfield & Dodd
New York
$734K -$59.3K -434 -7%
AWA
511
Arete Wealth Advisors
Illinois
$731K +$20.4K +149 +3%
PP
512
PDS Planning
Ohio
$728K +$23.6K +173 +3%
CG
513
Cutler Group
California
$727K +$733K +5,369 New
PWP
514
Phillips Wealth Planners
Mississippi
$720K -$139K -1,021 -15%
VIM
515
Vista Investment Management
Pennsylvania
$719K +$323K +2,362 +80%
SACTSONJ
516
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$719K – – –
Axiom Investors
517
Axiom Investors
Connecticut
$718K -$63M -460,995 -99%
BAM
518
Berkshire Asset Management
Pennsylvania
$715K – – –
AWM
519
Aries Wealth Management
Maine
$711K +$43.3K +317 +6%
Empower Advisory Group
520
Empower Advisory Group
Colorado
$707K +$6.42K +47 +0.9%
QWM
521
QP Wealth Management
New Jersey
$703K -$10.2K -75 -1%
LSAG
522
Lake Street Advisors Group
New Hampshire
$699K -$23.5K -172 -3%
AWM
523
Affinity Wealth Management
Delaware
$698K – – –
Ameritas Advisory Services
524
Ameritas Advisory Services
Nebraska
$691K +$253K +1,855 +55%
FCCM
525
First City Capital Management
Georgia
$690K – – –