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AstraZeneca

Name Holding Trade Value Shares
Change
Change in
Stake
TWIM
1026
TIAA Wealth Investment Management
New York
$336K +$21.8K +116 +7%
PPWM
1027
PFG Private Wealth Management
Florida
$336K +$17.3K +92 +5%
CIM
1028
Cambria Investment Management
California
$334K +$331K +1,762 New
CAP
1029
Cordoba Advisory Partners
New York
$333K +$331K +1,758 New
HAG
1030
HighPoint Advisor Group
Illinois
$332K +$33.9K +180 +11%
AGC
1031
August Group Capital
$332K -$41K -218 -11%
UPS
1032
UHLMANN PRICE SECURITIES
Illinois
$332K -$47K -250 -12%
SQA
1033
Simon Quick Advisors
New Jersey
$331K -$19.6K -104 -6%
IAS
1034
IMA Advisory Services
Colorado
$331K +$232K +1,236 +244%
HIA
1035
Harbor Investment Advisory
Maryland
$330K +$49.3K +262 +17%
LAI
1036
Legal Advantage Investments
California
$329K – – –
KA
1037
Klingman & Associates
New York
$328K +$29.5K +157 +10%
RFP
1038
Root Financial Partners
California
$328K +$15K +80 +5%
NWM
1039
Northcape Wealth Management
New York
$327K – – –
SA
1040
Strategic Advisors
New York
$327K -$2.82K -15 -0.9%
SA
1041
Sovran Advisors
California
$325K -$177K -942 -33%
PA
1042
PFG Advisors
Arizona
$325K -$23.9K -127 -7%
ICP
1043
Impact Capital Partners
Colorado
$323K -$9.59K -51 -3%
SSA
1044
South Street Advisors
New York
$322K -$68.1K -362 -18%
GA
1045
Greenspring Advisors
Maryland
$319K +$57K +303 +22%
OCA
1046
Odyssey Capital Advisors
Pennsylvania
$319K – – –
GIA
1047
Gladstone Institutional Advisory
Florida
$319K +$317K +1,683 New
TCBWMS
1048
Texas Capital Bank Wealth Management Services
Texas
$319K – – –
IAIM
1049
International Assets Investment Management
Florida
$318K +$76.4K +406 +31%
CS
1050
Cannell & Spears
New York
$316K – – –