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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
676
Institute for Wealth Management
Colorado
$381K -$260 -2 -0.1%
IPAM
677
ICICI Prudential Asset Management
India
$381K +$30.4K +234 +9%
CIAS
678
Capital Investment Advisory Services
North Carolina
$379K -$89.4K -688 -20%
JIC
679
Joel Isaacson & Co
New York
$379K +$1.3K +10 +0.4%
PIMG
680
Patriot Investment Management Group
Tennessee
$379K -$25K -192 -6%
WA
681
Waverly Advisors
Alabama
$377K -$4.55K -35 -1%
BWM
682
Baron Wealth Management
Michigan
$377K +$20.9K +161 +6%
WAP
683
Wealthcare Advisory Partners
Pennsylvania
$377K -$81K -623 -18%
SIG
684
Spinnaker Investment Group
California
$376K – – –
CCMG
685
Clark Capital Management Group
Pennsylvania
$375K +$29.1K +224 +9%
PWG
686
Portside Wealth Group
Utah
$375K +$112K +865 +45%
USCWA
687
U.S. Capital Wealth Advisors
Texas
$373K +$118K +904 +48%
EWA
688
EverSource Wealth Advisors
Alabama
$371K -$1.95K -15 -0.5%
MMG
689
Monetary Management Group
Missouri
$370K – – –
NPT
690
National Philanthropic Trust
Pennsylvania
$368K +$355K +2,734 New
PCM
691
Pointe Capital Management
Michigan
$367K +$4.42K +34 +1%
PP
692
Prudential plc
United Kingdom
$366K +$354K +2,720 New
CBTWT
693
Community Bank & Trust (Waco, Texas)
Texas
$365K +$37.7K +290 +12%
BTW
694
Boston Trust Walden
Massachusetts
$364K – – –
CP
695
Cumberland Partners
Ontario, Canada
$362K – – –
DIA
696
Dana Investment Advisors
Wisconsin
$362K -$360K -2,767 -51%
CAAS
697
Capital Asset Advisory Services
Michigan
$360K -$2.34K -18 -0.7%
FCP
698
Fidelis Capital Partners
Florida
$359K +$61K +469 +21%
DTL
699
Dynamic Technology Lab
Singapore
$356K +$344K +2,645 New
GCM
700
Gallacher Capital Management
Colorado
$356K +$2.73K +21 +0.8%
26 27
28
29 30