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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
726
Little House Capital
Massachusetts
$551K +$113K +463 +24%
AIM
727
Athena Investment Management
California
$550K – – –
FDCDDQ
728
Federation des caisses Desjardins du Quebec
Quebec, Canada
$549K -$44.3K -182 -7%
WGAM
729
Wilkinson Global Asset Management
New York
$548K – – –
OIA
730
OneDigital Investment Advisors
Kansas
$543K +$10.2K +42 +2%
CT
731
Chicago Trust
Illinois
$543K +$21.4K +88 +4%
AAM
732
Aureus Asset Management
Massachusetts
$542K – – –
PNC
733
Park National Corp
Ohio
$540K +$974 +4 +0.2%
SCM
734
Stevens Capital Management
Pennsylvania
$540K +$83.5K +343 +17%
RPCONE
735
Retirement Planning Company of New England
Rhode Island
$539K -$28.5K -117 -5%
TCM
736
Tributary Capital Management
Nebraska
$536K -$24.3K -100 -4%
CB
737
Community Bank
New York
$536K – – –
GT
738
Greenleaf Trust
Michigan
$535K +$25.8K +106 +5%
4WM
739
44 Wealth Management
Oregon
$532K -$8.76K -36 -2%
PWMG
740
Prestige Wealth Management Group
New Jersey
$529K -$1.22K -5 -0.2%
CQS
741
Credential Qtrade Securities
$522K +$37.2K +153 +7%
CWS
742
Confluence Wealth Services
Pennsylvania
$517K +$97.8K +402 +23%
CIM
743
CIM Investment Management
Pennsylvania
$516K -$2.92K -12 -0.5%
FNA
744
First National Advisers
Nebraska
$515K +$537K +2,208 New
BOPW
745
Brandywine Oak Private Wealth
Pennsylvania
$514K – – –
BTW
746
Boston Trust Walden
Massachusetts
$513K -$4.14K -17 -0.8%
MFS
747
Monetta Financial Services
Illinois
$513K +$535K +2,200 New
WA
748
WealthTrust Axiom
Pennsylvania
$512K – – –
PIMG
749
Patriot Investment Management Group
Tennessee
$507K -$215K -883 -29%
1IA
750
1620 Investment Advisors
Massachusetts
$507K +$16.3K +67 +3%
28 29
30
31 32