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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
601
Keudell/Morrison Wealth Management
Oregon
$310K +$22.1K +188 +8%
GDP
602
Great Diamond Partners
Maine
$310K +$28.6K +243 +10%
SCA
603
Snowden Capital Advisors
New York
$309K -$288K -2,444 -48%
TCA
604
Transcend Capital Advisors
New Jersey
$309K +$45.7K +388 +17%
ONB
605
Old National Bancorp
Indiana
$308K +$11.6K +99 +4%
MWM
606
Mission Wealth Management
California
$307K -$4.59K -39 -1%
PA
607
Procyon Advisors
Connecticut
$307K +$23.9K +203 +8%
XF
608
XML Financial
Maryland
$306K – – –
AMG
609
Advisors Management Group
Wisconsin
$302K – – –
CGA
610
Crescent Grove Advisors
Illinois
$302K – – –
IP
611
Intellectus Partners
California
$301K +$61.7K +524 +25%
ATC
612
Argent Trust Co
Tennessee
$297K -$21.8K -185 -7%
LC
613
Lindbrook Capital
California
$296K -$1.65K -14 -0.5%
TCOV
614
Trust Company of Vermont
Vermont
$295K – – –
PCM
615
Pointe Capital Management
Michigan
$295K +$298K +2,529 New
FFWA
616
FRG Family Wealth Advisors
Washington
$294K – – –
HC
617
Hendley & Co
Ohio
$291K – – –
WAAG
618
Wealth Alliance Advisory Group
Kansas
$291K +$294K +2,498 New
SLAM
619
Swiss Life Asset Management
$290K – – –
JIC
620
Joel Isaacson & Co
New York
$287K – – –
GC
621
Grimes & Company
Massachusetts
$285K -$118 -1 -0%
IFG
622
Independent Financial Group
California
$285K +$27.4K +233 +11%
BIA
623
Barry Investment Advisors
Massachusetts
$284K – – –
FRM
624
Fox Run Management
Connecticut
$284K +$287K +2,438 New
FB
625
Fulton Bank
Pennsylvania
$283K -$29.1K -247 -9%
23 24
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