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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
CIBC World Markets
New York
$555K -$2.18M -8,944 -79%
WA
727
WBH Advisory
Maryland
$554K – – –
SWA
728
Stratos Wealth Advisors
Ohio
$552K +$5.36K +22 +0.9%
AL
729
Arnhold LLC
New York
$551K – – –
IAIM
730
International Assets Investment Management
Florida
$550K -$2.44K -10 -0.4%
CAG
731
Csenge Advisory Group
Florida
$548K +$1.22K +5 +0.2%
CT
732
Chicago Trust
Illinois
$546K +$12.9K +53 +2%
CQS
733
Credential Qtrade Securities
$545K +$32.4K +133 +6%
AIM
734
Athena Investment Management
California
$543K – – –
TMAM
735
Tokio Marine Asset Management
Japan
$543K +$53.4K +219 +10%
PNC
736
Park National Corp
Ohio
$542K +$11.2K +46 +2%
WGAM
737
Wilkinson Global Asset Management
New York
$540K – – –
PWMG
738
Prestige Wealth Management Group
New Jersey
$539K +$18.3K +75 +3%
BP
739
Ballentine Partners
Massachusetts
$539K +$56.3K +231 +11%
SS
740
Simplicity Solutions
Minnesota
$538K +$246K +1,008 +75%
LNWWM
741
Laird Norton Wetherby Wealth Management
California
$537K +$63.9K +262 +13%
WFA
742
Wipfli Financial Advisors
Wisconsin
$537K +$570K +2,338 New
RPCONE
743
Retirement Planning Company of New England
Rhode Island
$536K +$4.63K +19 +0.8%
PHK
744
Point72 Hong Kong
Hong Kong
$534K -$6.52M -26,760 -92%
CB
745
Community Bank
New York
$530K +$1.22K +5 +0.2%
TFS
746
Thoroughbred Financial Services
Tennessee
$529K -$14.9K -61 -3%
OIA
747
OneDigital Investment Advisors
Kansas
$526K -$9.02K -37 -2%
TCM
748
Tributary Capital Management
Nebraska
$524K -$4.87K -20 -0.9%
WAP
749
Wealthcare Advisory Partners
Pennsylvania
$524K +$257K +1,054 +86%
4WM
750
44 Wealth Management
Oregon
$523K -$1.95K -8 -0.4%
28 29
30
31 32