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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
801
Cribstone Capital Management
Maine
$288K -$18.7K -96 -6%
DC
802
Diametric Capital
Massachusetts
$288K +$43.9K +225 +18%
RAM
803
Roanoke Asset Management
New Jersey
$286K +$29.3K +150 +12%
FHB
804
First Hawaiian Bank
Hawaii
$284K -$159K -815 -36%
MSR
805
Main Street Research
Connecticut
$283K +$195 +1 +0.1%
MCP
806
Mirador Capital Partners
California
$281K -$167K -857 -38%
BFWA
807
Benchmark Financial Wealth Advisors
Florida
$281K +$781 +4 +0.3%
EWM
808
Evercore Wealth Management
New York
$281K +$48.8K +250 +21%
RJT
809
Raymond James Trust
Florida
$278K -$976 -5 -0.4%
VWA
810
V Wealth Advisors
Kansas
$278K +$4.49K +23 +2%
RC
811
Roundview Capital
New Jersey
$272K +$269K +1,380 New
AIM
812
Anchor Investment Management
South Carolina
$272K -$19.5K -100 -7%
EWM
813
Empirical Wealth Management
Washington
$271K -$31.8K -163 -11%
GT
814
Greenleaf Trust
Michigan
$271K +$20.1K +103 +8%
BOS
815
Bank of Stockton
California
$270K +$268K +1,371 New
BI
816
Ballast Inc
Kentucky
$269K +$8.98K +46 +3%
CCP
817
Corient Capital Partners
California
$266K +$264K +1,352 New
CA
818
Crewe Advisors
Utah
$261K +$259K +1,325 New
QCG
819
Quadrant Capital Group
Ohio
$259K +$4.69K +24 +2%
DDPIC
820
Deroy & Devereaux Private Investment Counsel
Michigan
$256K – – –
PWAP
821
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$253K +$251K +1,286 New
BSW
822
Buckingham Strategic Wealth
Missouri
$252K +$1.37K +7 +0.6%
FAIM
823
Financial Advocates Investment Management
Washington
$252K +$14.8K +76 +6%
AF
824
Advisornet Financial
Minnesota
$249K +$97.4K +499 +65%
IWM
825
IHT Wealth Management
Illinois
$249K +$246K +1,262 New
31 32
33
34 35