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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
526
Intellectus Partners
California
$8K – – –
OSNBOA
527
Old Second National Bank of Aurora
Illinois
$8K – – –
SMG
528
Spectrum Management Group
Indiana
$8K – – –
CFA
529
Clarfeld Financial Advisors
New York
$7K +$7.65K +98 New
GT
530
Glenmede Trust
Pennsylvania
$6.64K -$1.53M -19,611 -18%
PGWM
531
Parisi Gray Wealth Management
New Jersey
$6K – – –
ESB
532
Essex Savings Bank
Connecticut
$6K +$6.09K +78 New
SFPIA
533
Stevens First Principles Investment Advisors
California
$5K – – –
TL
534
TrueWealth LLC
Georgia
$5K – – –
AF
535
Allworth Financial
California
$4K -$1.56K -20 -29%
DAM
536
Delta Asset Management
Tennessee
$4K – – –
LWA
537
Lowe Wealth Advisors
Maryland
$4K – – –
BWM
538
BerganKDV Wealth Management
Minnesota
$4K +$4.22K +54 New
IDBONY
539
Israel Discount Bank of New York
New York
$3K -$1.72K -22 -37%
HFM
540
Hartford Financial Management
Connecticut
$3K – – –
LWA
541
Lenox Wealth Advisors
New York
$3K – – –
CC
542
Claybrook Capital
Massachusetts
$3K +$2.73K +35 New
WDL
543
Well Done LLC
Michigan
$3K +$2.73K +35 New
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$7.26K -93 -78%
CAGAS
545
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
MIM
546
Macroview Investment Management
Maryland
$2K – – –
HH
547
HWG Holdings
Texas
$2K +$1.56K +20 New
JGIA
548
Jackson Grant Investment Advisers
Connecticut
$2K +$1.56K +20 New
FGC
549
Financial Gravity Companies
Texas
$2K +$1.64K +21 New
KPW
550
Kore Private Wealth
New York
$2K +$1.87K +24 New
20 21
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