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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
651
Arnhold LLC
New York
$344K – – –
SICM
652
Sustainable Insight Capital Management
New York
$344K +$423K +2,397 New
MERSOM
653
Municipal Employees' Retirement System of Michigan
Michigan
$341K – – –
MBT
654
Montecito Bank & Trust
California
$340K +$19.6K +111 +5%
MIM
655
Moseley Investment Management
Florida
$340K +$36.5K +207 +10%
NA
656
NewEdge Advisors
Louisiana
$338K -$232K -1,313 -36%
WA
657
WealthTrust Axiom
Pennsylvania
$336K – – –
BWA
658
Beam Wealth Advisors
Louisiana
$335K – – –
PTC
659
Private Trust Company
Ohio
$334K -$230K -1,306 -36%
ICM
660
IMS Capital Management
Oregon
$330K – – –
IWM
661
IHT Wealth Management
Illinois
$330K +$68.5K +388 +20%
RRAM
662
River Road Asset Management
Kentucky
$329K +$405K +2,295 New
PWAP
663
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$326K +$149K +845 +72%
SP
664
SWS Partners
Ohio
$326K +$401K +2,271 New
PMG
665
ProVise Management Group
Florida
$324K +$116K +660 +41%
EMG
666
ETF Managers Group
New Jersey
$323K -$262K -1,486 -40%
VFA
667
Voya Financial Advisors
Connecticut
$320K -$285K -1,617 -43%
ACM
668
Alethea Capital Management
Washington
$317K -$53.5K -303 -12%
LB
669
Legacy Bridge
Iowa
$317K +$37.1K +210 +11%
ISWM
670
Independent Solutions Wealth Management
New York
$316K +$78.5K +445 +25%
GBT
671
Grove Bank & Trust
Florida
$316K -$69.9K -396 -15%
FHB
672
First Hawaiian Bank
Hawaii
$315K +$31.1K +176 +9%
OIA
673
OneDigital Investment Advisors
Kansas
$313K +$45.5K +258 +13%
WA
674
Wealth Alliance
New York
$311K +$383K +2,169 New
TWP
675
Tempus Wealth Planning
California
$309K +$88.4K +501 +30%
25 26
27
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