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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
826
Wealth Alliance
New York
$526K -$17.5K -69 -3%
IBOK
827
Independence Bank of Kentucky
Kentucky
$526K +$118K +468 +32%
BBHC
828
Brown Brothers Harriman & Co
New York
$523K -$211K -835 -30%
RFN
829
RDA Financial Network
Iowa
$523K +$11.1K +44 +2%
BFA
830
Beaumont Financial Advisors
Massachusetts
$522K +$1.52K +6 +0.3%
VA
831
Vident Advisory
Georgia
$521K +$36.7K +145 +8%
BCP
832
Berkeley Capital Partners
Georgia
$510K +$6.07K +24 +1%
WA
833
WBH Advisory
Maryland
$510K -$2.78K -11 -0.6%
NF
834
Nvest Financial
New Hampshire
$509K -$53.9K -213 -10%
ACM
835
Armbruster Capital Management
New York
$509K – – –
OWP
836
Obermeyer Wealth Partners
Colorado
$509K +$15.7K +62 +3%
PA
837
Profund Advisors
Maryland
$509K -$87.8K -347 -16%
LB
838
Legacy Bridge
Iowa
$507K -$25.3K -100 -5%
CFMC
839
Curbstone Financial Management Corp
New Hampshire
$507K – – –
KWM
840
Keebeck Wealth Management
Illinois
$501K -$14.4K -57 -3%
IC
841
Inscription Capital
Texas
$496K +$194K +765 +72%
VAS
842
Vestmark Advisory Solutions
Massachusetts
$495K +$92.1K +364 +25%
MIS
843
Morningstar Investment Services
Illinois
$494K -$405K -1,601 -47%
XT
844
XTX Topco
Cayman Islands
$482K -$336K -1,329 -43%
DBRC
845
D.B. Root & Company
Pennsylvania
$477K +$444K +1,756 New
JWCA
846
J.W. Cole Advisors
Florida
$476K +$16.4K +65 +4%
HWM
847
HB Wealth Management
Georgia
$475K +$42K +166 +10%
SC
848
Scholtz & Company
Connecticut
$474K +$441K +1,743 New
HI
849
Harbour Investments
Wisconsin
$473K +$14.9K +59 +4%
AIP
850
Ameritas Investment Partners
Nebraska
$473K -$14.2K -56 -3%
32 33
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35 36