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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
526
Gemmer Asset Management
California
$8K – – –
HS
527
Horan Securities
United States
$8K – – –
IP
528
Intellectus Partners
California
$8K – – –
OSNBOA
529
Old Second National Bank of Aurora
Illinois
$8K – – –
SMG
530
Spectrum Management Group
Indiana
$8K – – –
CFA
531
Clarfeld Financial Advisors
New York
$7K +$7.65K +98 New
PGWM
532
Parisi Gray Wealth Management
New Jersey
$6K – – –
ESB
533
Essex Savings Bank
Connecticut
$6K +$6.09K +78 New
SFPIA
534
Stevens First Principles Investment Advisors
California
$5K – – –
TL
535
TrueWealth LLC
Georgia
$5K – – –
AF
536
Allworth Financial
California
$4K -$1.56K -20 -29%
DAM
537
Delta Asset Management
Tennessee
$4K – – –
LWA
538
Lowe Wealth Advisors
Maryland
$4K – – –
BWM
539
BerganKDV Wealth Management
Minnesota
$4K +$4.22K +54 New
IDBONY
540
Israel Discount Bank of New York
New York
$3K -$1.72K -22 -37%
HFM
541
Hartford Financial Management
Connecticut
$3K – – –
LWA
542
Lenox Wealth Advisors
New York
$3K – – –
CC
543
Claybrook Capital
Massachusetts
$3K +$2.73K +35 New
WDL
544
Well Done LLC
Michigan
$3K +$2.73K +35 New
JFGIW
545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$7.26K -93 -78%
CAGAS
546
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
MIM
547
Macroview Investment Management
Maryland
$2K – – –
HH
548
HWG Holdings
Texas
$2K +$1.56K +20 New
JGIA
549
Jackson Grant Investment Advisers
Connecticut
$2K +$1.56K +20 New
FGC
550
Financial Gravity Companies
Texas
$2K +$1.64K +21 New
20 21
22
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