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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
626
Vise Technologies
New York
$333K +$301K +2,513 New
HC
627
Hendley & Co
Ohio
$332K – – –
AIA
628
Alera Investment Advisors
Illinois
$332K +$300K +2,501 New
GC
629
Grimes & Company
Massachusetts
$328K +$2.28K +19 +0.8%
WH
630
Willner & Heller
California
$326K -$15.5K -129 -4%
BIA
631
Barry Investment Advisors
Massachusetts
$325K +$1.8K +15 +0.6%
IFG
632
Independent Financial Group
California
$324K – – –
LWM
633
Lyell Wealth Management
California
$324K +$293K +2,441 New
KOC
634
Koss-Olinger Consulting
Florida
$320K -$158K -1,318 -35%
CAAS
635
Capital Asset Advisory Services
Michigan
$320K +$289K +2,412 New
IP
636
Intellectus Partners
California
$319K -$20.7K -173 -7%
LAI
637
Legal Advantage Investments
California
$318K – – –
FB
638
Fulton Bank
Pennsylvania
$313K -$8.87K -74 -3%
PPW
639
Pinnacle Private Wealth
Massachusetts
$313K +$4.56K +38 +2%
KA
640
Kovack Advisors
Florida
$309K +$45.7K +381 +20%
IC
641
Intersect Capital
California
$309K +$73.3K +611 +36%
IA
642
IFP Advisors
Florida
$307K +$300K +2,501 +169%
ER
643
Enlightenment Research
Florida
$305K +$276K +2,300 New
WJWM
644
Williams Jones Wealth Management
New York
$305K +$276K +2,303 New
TIAM2
645
Tru Independence Asset Management 2
Oregon
$304K +$3.24K +27 +1%
BBHC
646
Brown Brothers Harriman & Co
New York
$304K +$237K +1,979 +640%
DT
647
Diversified Trust
Tennessee
$302K +$33.6K +280 +14%
HWAM
648
Hennion & Walsh Asset Management
New Jersey
$301K +$17.6K +147 +7%
CAM
649
Covenant Asset Management
New Jersey
$299K – – –
FAIM
650
Financial Advocates Investment Management
Washington
$299K +$6.6K +55 +3%
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