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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
701
Essex Financial Services
Connecticut
$298K – – –
GT
702
Glenview Trust
Kentucky
$297K +$13.8K +110 +5%
3IP
703
3Chopt Investment Partners
Virginia
$297K +$274K +2,188 New
WCA
704
Westover Capital Advisors
Delaware
$293K +$1.25K +10 +0.5%
WI
705
WrapManager Inc
California
$293K -$82.8K -660 -23%
PA
706
Procyon Advisors
Connecticut
$293K +$5.89K +47 +2%
BIA
707
Barry Investment Advisors
Massachusetts
$292K -$35.4K -282 -12%
CCA
708
Cora Capital Advisors
New Jersey
$292K +$270K +2,153 New
AWM
709
Altus Wealth Management
Kentucky
$288K – – –
SAM
710
Sequent Asset Management
Texas
$288K – – –
MBT
711
Montecito Bank & Trust
California
$287K -$8.53K -68 -3%
AO
712
Advisor OS
Illinois
$286K +$30.5K +243 +13%
ST
713
Smithfield Trust
Pennsylvania
$286K -$54.6K -435 -17%
LWAC
714
Laurel Wealth Advisors (California)
California
$286K -$17.6K -140 -6%
BTI
715
Blue Trust Inc
Georgia
$286K +$182K +1,455 +126%
KMWM
716
Keudell/Morrison Wealth Management
Oregon
$284K -$8.65K -69 -3%
HWAM
717
Hennion & Walsh Asset Management
New Jersey
$283K +$262K +2,093 New
SPP
718
Single Point Partners
Massachusetts
$282K +$261K +2,078 New
CAM
719
Cresset Asset Management
Illinois
$282K -$288K -2,294 -45%
P
720
Palladiem
Pennsylvania
$280K – – –
IFG
721
Independent Financial Group
California
$280K -$15.7K -125 -6%
SWA
722
SFMG Wealth Advisors
Texas
$280K -$11K -88 -4%
NQWM
723
Northwest Quadrant Wealth Management
Oregon
$280K – – –
GCM
724
Gallacher Capital Management
Colorado
$279K +$258K +2,059 New
AG
725
Ascent Group
Virginia
$279K +$11.4K +91 +5%
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