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Takeda Pharmaceutical
TAK

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$126K +$122K +6,372 +79,650%
WHG
202
Westwood Holdings Group
Texas
$118K – – –
CBT
203
Capital Bank & Trust
California
$112K – – –
JWA
204
JFS Wealth Advisors
Pennsylvania
$102K – – –
LC
205
Lindbrook Capital
California
$99K -$14.9K -777 -13%
TJHA
206
Thomas J. Herzfeld Advisors
Florida
$84K – – –
TAIM
207
TD Ameritrade Investment Management
Nebraska
$82K +$5.34K +279 +7%
WT
208
Whittier Trust
California
$81K +$29.7K +1,554 +61%
FP
209
Financial Perspectives
Minnesota
$75.1K +$72.8K +3,805 New
TPWA
210
TRUE Private Wealth Advisors
Oregon
$73K +$71.3K +3,729 New
EAM
211
Erste Asset Management
Austria
$72.5K – – –
CAW
212
Cornerstone Advisors (Washington)
Washington
$69K +$12.1K +634 +22%
GRP
213
Global Retirement Partners
California
$67K -$5.05K -264 -7%
VFA
214
Valeo Financial Advisors
Indiana
$58K – – –
ST
215
Smithfield Trust
Pennsylvania
$57K -$9.62K -503 -15%
ASN
216
Advisory Services Network
Georgia
$57K +$15.9K +831 +40%
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51K -$1.24K -65 -2%
EWA
218
Evolution Wealth Advisors
Florida
$49K +$43.4K +2,267 +949%
IA
219
IFP Advisors
Florida
$47K -$9.81K -513 -18%
CCM
220
Covington Capital Management
California
$46K -$2.77K -145 -6%
MRCM
221
M&R Capital Management
New Jersey
$45K – – –
AAP
222
Arax Advisory Partners
Colorado
$43K – – –
PA
223
Parallel Advisors
California
$39K +$8.69K +454 +30%
SCA
224
Stonebridge Capital Advisors
Minnesota
$38K +$36.9K +1,927 New
KPW
225
Kore Private Wealth
New York
$37K +$35.6K +1,863 New
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9
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