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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
751
Aureus Asset Management
Massachusetts
$544K – – –
PNC
752
Park National Corp
Ohio
$543K -$50.9K -217 -9%
HAG
753
HighPoint Advisor Group
Illinois
$542K +$29.3K +125 +6%
BFO
754
Boston Family Office
Massachusetts
$540K +$7.75K +33 +1%
WCM
755
Washington Capital Management
Washington
$538K -$117K -500 -18%
PMG
756
ProVise Management Group
Florida
$537K -$7.28K -31 -1%
HC
757
HNP Capital
New York
$537K – – –
VRM
758
Vectors Research Management
New York
$537K +$199K +846 +58%
CIM
759
CIM Investment Management
Pennsylvania
$534K -$544K -2,317 -50%
CFO
760
Collective Family Office
Pennsylvania
$532K +$47K +200 +10%
LIG
761
Lokken Investment Group
Delaware
$530K – – –
SP
762
Symmetry Partners
Connecticut
$526K – – –
MFW
763
Meristem Family Wealth
Minnesota
$526K +$528K +2,250 New
WA
764
WBH Advisory
Maryland
$522K -$40.1K -171 -7%
LSPW
765
Lake Street Private Wealth
Illinois
$519K +$48.6K +207 +10%
LNC
766
Lincoln National Corp
Pennsylvania
$518K +$34.5K +147 +7%
PAS
767
Park Avenue Securities
New York
$515K -$304K -1,297 -37%
CS
768
Comerica Securities
Michigan
$515K +$31.7K +135 +7%
SIAG
769
Signet Investment Advisory Group
Rhode Island
$515K +$199K +848 +63%
BTW
770
Boston Trust Walden
Massachusetts
$515K +$516K +2,200 New
LB
771
Legacy Bridge
Iowa
$512K – – –
CHA
772
Cooper/Haims Advisors
New York
$510K -$23.5K -100 -4%
PA
773
Procyon Advisors
Connecticut
$505K +$103K +438 +25%
JIC
774
Johnson Investment Counsel
Ohio
$503K -$21.1K -90 -4%
MA
775
MONECO Advisors
Connecticut
$503K +$3.76K +16 +0.8%
29 30
31
32 33