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AstraZeneca

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
826
Advisors Management Group
Wisconsin
$360K – – –
CPRC
827
Consolidated Portfolio Review Corp
New York
$360K -$3.48K -23 -1%
National Philanthropic Trust
828
National Philanthropic Trust
Pennsylvania
$359K +$101K +669 +40%
OAS
829
Optivise Advisory Services
Tennessee
$359K +$1.67K +11 +0.5%
AP
830
Advisors Preferred
Maryland
$356K +$320K +2,112 New
SIS
831
Strategic Investment Solutions
Illinois
$355K – – –
PAS
832
Parsonex Advisory Services
Colorado
$355K -$3.78K -25 -1%
EW
833
Evoke Wealth
California
$354K +$59.9K +396 +21%
Sigma Planning Corp
834
Sigma Planning Corp
Michigan
$353K +$303 +2 +0.1%
HNB
835
Hilltop National Bank
Wyoming
$353K – – –
SFA
836
Souders Financial Advisors
Ohio
$351K +$71.3K +471 +26%
HFP
837
Holistic Financial Partners
Indiana
$349K +$28.5K +188 +9%
OWA
838
Opal Wealth Advisors
New York
$347K -$12.7K -84 -4%
Luther King Capital Management (LKCM)
839
Luther King Capital Management (LKCM)
Texas
$346K +$62.7K +414 +23%
NorthRock Partners
840
NorthRock Partners
Minnesota
$343K -$8.02K -53 -2%
Jain Global
841
Jain Global
New York
$341K +$337K +2,225 New
AGC
842
Aspen Grove Capital
Colorado
$339K -$151K -1,000 -31%
NWAG
843
Net Worth Advisory Group
Utah
$338K -$5.6K -37 -2%
WFS
844
Widmann Financial Services
Maryland
$334K – – –
WMA
845
West Michigan Advisors
Michigan
$334K +$65.7K +434 +25%
Procyon Advisors
846
Procyon Advisors
Connecticut
$333K -$39.7K -262 -11%
Thompson Siegel & Walmsley
847
Thompson Siegel & Walmsley
Virginia
$332K – – –
MSFS
848
Main Street Financial Solutions
Pennsylvania
$332K +$327K +2,163 New
TFA
849
Transamerica Financial Advisors
Florida
$332K +$203K +1,338 +162%
TD Waterhouse Canada
850
TD Waterhouse Canada
Ontario, Canada
$331K +$50.1K +331 +20%