Stock Transactions

ASTRAZENECA ADR

Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
Banque Transatlantique SA40262,182+61,7800.000.29+0.29buy
Coppell Advisory Solutions LLC17,13221,183+4,0510.162.42+2.26buy
KELLEHER FINANCIAL ADVISORS2,7643,015+2510.060.05-0.00buy
FLAGSHIP WEALTH ADVISORS, LLC2,0852,063-220.060.06+0.01sell
Winch Advisory Services, LLC4421-230.000.00+0.00sell
Scarborough Advisors, LLC12060-600.000.00-0.00sell
Tripletail Wealth Management, LLC14571-740.020.02+0.00sell
Accent Capital Management, LLC1,000905-950.040.09+0.05sell
Byrne Asset Management LLC300147-1530.020.02+0.00sell
OGOREK ANTHONY JOSEPH /NY/ /ADV417208-2090.010.01+0.00sell
Archer Investment Corp538269-2690.010.01+0.00sell
Pinnacle Holdings, LLC800400-4000.020.03+0.00sell
Asset Planning,Inc1,000500-5000.060.07+0.01sell
IFP Advisors, Inc12,56712,001-5660.030.02-0.00sell
PINKERTON WEALTH, LLC70,03369,281-7520.660.58-0.08sell
Itau Unibanco Holding S.A.1,227180-1,0470.000.00-0.00sell
Harel Insurance Investments & Financial Services Ltd.1,166105-1,0610.000.00-0.00sell
KEYNOTE FINANCIAL SERVICES LLC2,2711,134-1,1370.120.12+0.00sell
Gerber Kawasaki Wealth & Investment Management3,1331,931-1,2020.010.01+0.00sell
Providence Wealth Advisors, LLC2,4661,226-1,2400.140.16+0.02sell
Talisman Wealth Advisors LLC2,6171,066-1,5510.190.17-0.02sell
SAX WEALTH ADVISORS, LLC4,3932,748-1,6450.020.01-0.01sell
PHILADELPHIA TRUST CO4,9962,498-2,4980.030.03+0.00sell
Carter Financial Group, INC.3,6261,104-2,5220.200.13-0.06sell
NORTH STAR ASSET MANAGEMENT INC5,3142,656-2,6580.020.02+0.00sell
Fruth Investment Management6,9983,499-3,4990.170.17-0.00sell
Wick Capital Partners, LLC7,2263,658-3,5680.120.13+0.01sell
LVM CAPITAL MANAGEMENT LTD/MI7,4113,705-3,7060.060.07+0.01sell
CULLINAN ASSOCIATES INC8,0264,013-4,0130.050.06+0.01sell
1620 INVESTMENT ADVISORS, INC.9,9325,029-4,9030.610.67+0.06sell
Marotta Asset Management10,0014,959-5,0420.170.18+0.01sell
A. D. Beadell Investment Counsel, Inc.13,9606,975-6,9850.830.88+0.04sell
WESTPORT ASSET MANAGEMENT INC15,0007,500-7,5000.480.65+0.17sell
IHT Wealth Management, LLC17,5278,764-8,7630.040.04+0.00sell
DILLON & ASSOCIATES INC25,96314,274-11,6890.310.39+0.08sell
White Lighthouse Investment Management Inc.30,37415,213-15,1610.390.42+0.03sell
NWI MANAGEMENT LP50,00025,000-25,0000.280.30+0.02sell
Stanley-Laman Group, Ltd.50,11224,050-26,0620.590.58-0.00sell
DCF Advisers, LLC44,3005,750-38,5501.340.43-0.92sell
Harvest Fund Management Co., Ltd43,5832,579-41,0040.150.02-0.13sell
Mengis Capital Management, Inc.93,36146,698-46,6631.521.59+0.07sell
Ethic Inc.96,70235,606-61,0960.140.11-0.03sell
Foresight Global Investors, Inc.290,672145,297-145,37524.0118.60-5.40sell
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