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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
901
Clarus Wealth Advisors
Arizona
$40K +$168 +1 +0.4%
CAW
902
Cornerstone Advisors (Washington)
Washington
$40K +$7.24K +43 +23%
CT
903
Clearstead Trust
Maine
$37K -$23.4K -139 -40%
CFD
904
Creative Financial Designs
Indiana
$37K +$168 +1 +0.5%
GRP
905
Global Retirement Partners
California
$37K +$15.2K +90 +74%
PWM
906
PRW Wealth Management
Massachusetts
$37K +$30K +178 +659%
LFA
907
Legacy Financial Advisors
Kentucky
$35K +$30K +178 +742%
AIA
908
Alera Investment Advisors
Illinois
$33K -$209K -1,240 -87%
BHWM
909
Bay Harbor Wealth Management
Maryland
$33K +$31.5K +187 New
BWM
910
BerganKDV Wealth Management
Minnesota
$32K – – –
KLWA
911
Kelly Lawrence W & Associates
California
$30K – – –
BCA
912
Berman Capital Advisors
Georgia
$29K +$3.03K +18 +12%
JFGIW
913
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K -$16.8K -100 -38%
TL
914
TrueWealth LLC
Georgia
$28K +$168 +1 +0.6%
MFW
915
Mosaic Family Wealth
Missouri
$27K +$26.3K +156 New
SOAMC
916
Spirit of America Management Corp
New York
$26K – – –
WTC
917
WhitTier Trust Company
Nevada
$26K +$5.05K +30 +25%
BWM
918
Baystate Wealth Management
Massachusetts
$25K +$168 +1 +0.8%
VCM
919
Versant Capital Management
Arizona
$25K +$16.3K +97 +211%
WPA
920
West Paces Advisors
Georgia
$24K – – –
RIA
921
RPG Investment Advisory
California
$23K +$21.7K +129 New
FFC
922
First Financial Corp
Indiana
$22K – – –
KPCM
923
Kings Point Capital Management
New York
$22K – – –
PO
924
Private Ocean
California
$22K – – –
EWM
925
Executive Wealth Management
Michigan
$22K +$15.8K +94 +303%
35 36
37
38 39