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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Aries Wealth Management
Maine
$535K +$12.8K +56 +3%
1IA
777
1620 Investment Advisors
Massachusetts
$529K +$480K +2,108 New
LB
778
Legacy Bridge
Iowa
$528K -$13.7K -60 -3%
JIC
779
Johnson Investment Counsel
Ohio
$528K +$15K +66 +3%
BPWM
780
Badgley Phelps Wealth Managers
Washington
$525K -$724K -3,178 -60%
SGA
781
Seaport Global Advisors
Massachusetts
$524K +$476K +2,088 New
PPP
782
Private Portfolio Partners
New Jersey
$523K -$22.8K -100 -5%
SDWIA
783
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$522K – – –
FAIM
784
Financial Advocates Investment Management
Washington
$522K +$8.2K +36 +2%
VI
785
Vestcor Inc
New Brunswick, Canada
$521K -$98.4K -432 -17%
LNWWM
786
Laird Norton Wetherby Wealth Management
California
$520K +$30.3K +133 +7%
MGP
787
Metis Global Partners
California
$520K +$472K +2,072 New
SWM
788
Silverlake Wealth Management
Vermont
$519K +$471K +2,067 New
KWM
789
Keebeck Wealth Management
Illinois
$517K – – –
SPA
790
Sentinel Pension Advisors
Massachusetts
$515K +$467K +2,051 New
FWM
791
Frontier Wealth Management
Missouri
$513K +$125K +550 +37%
CG
792
Colony Group
Massachusetts
$513K +$149K +655 +47%
SWM
793
Sendero Wealth Management
Texas
$511K +$464K +2,035 New
BP
794
Ballentine Partners
Massachusetts
$509K +$684 +3 +0.1%
LWMM
795
Legacy Wealth Management (Mississippi)
Mississippi
$502K – – –
SBH
796
Segall Bryant & Hamill
Illinois
$501K -$4.1K -18 -0.9%
IWM
797
IHT Wealth Management
Illinois
$501K +$12.1K +53 +3%
CMI
798
Clare Market Investments
Texas
$500K +$912 +4 +0.2%
YIH
799
Y-Intercept (HK)
Hong Kong
$498K +$452K +1,984 New
BFA
800
Beaumont Financial Advisors
Massachusetts
$497K – – –
30 31
32
33 34