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AstraZeneca

Name Holding Trade Value Shares
Change
Change in
Stake
HF
526
Halpern Financial
Virginia
$124K +$121K +1,170 New
SWM
527
Sugarloaf Wealth Management
Georgia
$118K +$1.24K +12 +1%
SBSB
528
Sullivan, Bruyette, Speros & Blaney
Virginia
$118K +$115K +1,117 New
TI
529
tru Independence
Oregon
$113K – – –
BL
530
Balentine LLC
Georgia
$108K +$106K +1,026 New
EW
531
Evoke Wealth
California
$99K – – –
FFC
532
First Financial Corp
Indiana
$93K – – –
DWA
533
Dougherty Wealth Advisers
Minnesota
$91K – – –
Toronto Dominion Bank
534
Toronto Dominion Bank
Ontario, Canada
$88K +$23.8K +230 +38%
BCA
535
Berman Capital Advisors
Georgia
$88K +$42.4K +411 +95%
GRP
536
Global Retirement Partners
California
$86K +$24.9K +241 +42%
TPWA
537
TRUE Private Wealth Advisors
Oregon
$84K – – –
BWA
538
Burt Wealth Advisors
Maryland
$82K – – –
CFG
539
CKW Financial Group
Hawaii
$80K -$5.16K -50 -6%
CCM
540
Covington Capital Management
California
$79K – – –
RWA
541
Ropes Wealth Advisors
Massachusetts
$78K -$7.44K -72 -9%
CIM
542
Contravisory Investment Management
Massachusetts
$69K -$1.76K -17 -3%
EFSCE
543
Enterprise Financial Services Corp (EFSC)
Missouri
$68K +$6.61K +64 +11%
AWA
544
Artemis Wealth Advisors
New York
$65.4K – – –
FWM
545
Focused Wealth Management
New York
$63K – – –
TSW
546
Thompson Siegel & Walmsley
Virginia
$60K – – –
RMC
547
Resources Management Corp
Connecticut
$58K – – –
SIAS
548
Shine Investment Advisory Services
Colorado
$57K -$3.1K -30 -5%
PMFA
549
Plante Moran Financial Advisors
Michigan
$56K -$21.9K -212 -29%
WPA
550
West Paces Advisors
Georgia
$54.2K – – –