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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
776
GM Advisory Group
New York
$387K +$9.85K +61 +3%
RSWM
777
Robertson Stephens Wealth Management
California
$385K +$399K +2,470 New
MCWS
778
McKinley Carter Wealth Services
West Virginia
$385K – – –
PAA
779
Peregrine Asset Advisers
Oregon
$384K – – –
CAG
780
Crestwood Advisors Group
Massachusetts
$383K -$84.3K -522 -18%
OWA
781
Opal Wealth Advisors
New York
$383K +$195K +1,207 +96%
GIA
782
Gateway Investment Advisers
Ohio
$380K – – –
GDP
783
Great Diamond Partners
Maine
$380K -$120K -745 -23%
WANY
784
Wealthspire Advisors (New York)
New York
$375K +$33.1K +205 +9%
IFG
785
Independent Financial Group
California
$372K -$14.2K -88 -4%
JIC
786
Joel Isaacson & Co
New York
$370K – – –
MFG
787
Merit Financial Group
Georgia
$368K -$219K -1,354 -36%
HCP
788
Hexagon Capital Partners
Arkansas
$368K +$2.58K +16 +0.7%
AMG
789
Advisors Management Group
Wisconsin
$366K – – –
NWAG
790
Net Worth Advisory Group
Utah
$366K +$379K +2,348 New
WI
791
WrapManager Inc
California
$366K -$38.1K -236 -9%
WH
792
Willner & Heller
California
$363K +$1.78K +11 +0.5%
BIM
793
Baldwin Investment Management
Pennsylvania
$363K – – –
OAS
794
Optivise Advisory Services
Tennessee
$362K +$484 +3 +0.1%
RIM
795
Redwood Investment Management
Arizona
$362K -$646 -4 -0.2%
RGC
796
Roberts, Glore & Co
Illinois
$362K – – –
CAM
797
Cypress Asset Management
Texas
$362K +$123K +760 +49%
SPC
798
Sigma Planning Corp
Michigan
$360K -$66.7K -413 -15%
AUB
799
Atlantic Union Bankshares
Virginia
$360K – – –
KMWM
800
Keudell/Morrison Wealth Management
Oregon
$358K -$6.29K -39 -2%
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