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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
901
Sonora Investment Management
Arizona
$120K – – –
OIA
902
Optimum Investment Advisors
Illinois
$118K +$5.67K +30 +5%
BSPF
903
British Steel Pension Fund
United Kingdom
$117K – – –
PWMG
904
Prestige Wealth Management Group
New Jersey
$112K -$93.5K -495 -46%
IIA
905
ICW Investment Advisors
Arizona
$111K +$111K +586 New
RFM
906
Royal Fund Management
Florida
$103K -$9.44K -50 -8%
CAM
907
CenterStar Asset Management
Illinois
$102K – – –
DSC
908
Duncker Streett & Co
Missouri
$102K +$101K +537 New
FHA
909
First Horizon Advisors
Tennessee
$99K – – –
PFGIA
910
Patriot Financial Group Insurance Agency
Massachusetts
$99K – – –
TSW
911
Thompson Siegel & Walmsley
Virginia
$99K – – –
PCM
912
Pinz Capital Management
New York
$95K +$94.4K +500 New
GLI
913
Guardian Life Insurance
New York
$94K +$1.89K +10 +2%
ONST
914
Old North State Trust
North Carolina
$93K +$3.78K +20 +4%
PGAM
915
Princeton Global Asset Management
New Jersey
$93K +$16.6K +88 +22%
GDP
916
Great Diamond Partners
Maine
$93K +$93.3K +494 New
OSAM
917
O'Shaughnessy Asset Management
Connecticut
$90K +$89.9K +476 New
HWA
918
Heritage Wealth Advisors
Virginia
$86.5K +$86.1K +456 New
GWM
919
Geneos Wealth Management
Colorado
$85K +$7.55K +40 +10%
BWP
920
Baldwin Wealth Partners
Massachusetts
$82K – – –
ST
921
Smithfield Trust
Pennsylvania
$81K -$2.46K -13 -3%
RCA
922
Ranch Capital Advisors
Florida
$80K -$37.8K -200 -32%
CBT
923
Capital Bank & Trust
California
$78K +$71.8K +380 +1,267%
BWA
924
Burt Wealth Advisors
Maryland
$76K – – –
FMTCOCP
925
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K – – –
35 36
37
38 39