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AstraZeneca
AZN

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
1026
August Group Capital
$332K -$41K -218 -11%
UPS
1027
UHLMANN PRICE SECURITIES
Illinois
$332K -$47K -250 -12%
SQA
1028
Simon Quick Advisors
New Jersey
$331K -$19.6K -104 -6%
IAS
1029
IMA Advisory Services
Colorado
$331K +$232K +1,236 +244%
HIA
1030
Harbor Investment Advisory
Maryland
$330K +$49.3K +262 +17%
LAI
1031
Legal Advantage Investments
California
$329K – – –
KA
1032
Klingman & Associates
New York
$328K +$29.5K +157 +10%
RFP
1033
Root Financial Partners
California
$328K +$15K +80 +5%
NWM
1034
Northcape Wealth Management
New York
$327K – – –
SA
1035
Strategic Advisors
New York
$327K -$2.82K -15 -0.9%
SA
1036
Sovran Advisors
California
$325K -$177K -942 -33%
PA
1037
PFG Advisors
Arizona
$325K -$23.9K -127 -7%
ICP
1038
Impact Capital Partners
Colorado
$323K -$9.59K -51 -3%
SSA
1039
South Street Advisors
New York
$322K -$68.1K -362 -18%
GA
1040
Greenspring Advisors
Maryland
$319K +$57K +303 +22%
OCA
1041
Odyssey Capital Advisors
Pennsylvania
$319K – – –
GIA
1042
Gladstone Institutional Advisory
Florida
$319K +$317K +1,683 New
TCBWMS
1043
Texas Capital Bank Wealth Management Services
Texas
$319K – – –
IAIM
1044
International Assets Investment Management
Florida
$318K +$76.4K +406 +31%
CS
1045
Cannell & Spears
New York
$316K – – –
SP
1046
SmartHarvest Portfolios
Washington
$316K -$1.88K -10 -0.6%
PW
1047
Paladin Wealth
Minnesota
$314K +$35.5K +189 +13%
AO
1048
Advisor OS
Illinois
$313K -$12.2K -65 -4%
NFC
1049
Northstar Financial Companies
Pennsylvania
$313K -$50.2K -267 -14%
TPW
1050
Tiller Private Wealth
Pennsylvania
$313K – – –
40 41
42
43 44