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AstraZeneca

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
576
International Assets Investment Management
Florida
$153K +$162K +1,527 New
CFA
577
Carroll Financial Associates
North Carolina
$140K – – –
SBSB
578
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K +$14.6K +138 +11%
CBT
579
Central Bank & Trust
Kentucky
$137K +$9.43K +89 +7%
GRP
580
Global Retirement Partners
California
$136K -$14.1K -133 -9%
SFPG
581
Stonebridge Financial Planning Group
Florida
$130K – – –
FCH
582
Freestone Capital Holdings
Washington
$129K -$28.7K -271 -17%
RPWA
583
Regent Peak Wealth Advisors
Georgia
$128K +$136K +1,282 New
RWA
584
Ropes Wealth Advisors
Massachusetts
$125K +$54.3K +513 +70%
PFO
585
Pathstone Family Office
New Jersey
$125K +$105K +992 +389%
HI
586
Human Investing
Oregon
$121K – – –
KC
587
Knuff & Co
California
$121K – – –
AA
588
Ancora Advisors
Ohio
$110K -$103K -969 -47%
LF
589
Lee Financial
Texas
$110K – – –
OPW
590
Oxler Private Wealth
New York
$109K +$117K +1,100 New
CA
591
Crewe Advisors
Utah
$106K +$108K +1,016 +2,209%
EW
592
Evoke Wealth
California
$103K – – –
GC
593
Garde Capital
Washington
$102K +$109K +1,029 New
BFC
594
Bedel Financial Consulting
Indiana
$97K – – –
Axa
595
Axa
France
$97K +$3.71K +35 +4%
RA
596
Rational Advisors
New York
$97K +$103K +974 New
HF
597
Halpern Financial
Virginia
$95.3K -$10.6K -100 -9%
GWS
598
Glassman Wealth Services
Virginia
$95K +$29K +274 +41%
ICP
599
Interchange Capital Partners
Pennsylvania
$95K +$101K +954 New
MA
600
MUFG Americas
New York
$91K -$243K -2,295 -71%