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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
901
North Star Investment Management
Illinois
$290K – – –
DC
902
Derby & Company
Massachusetts
$287K – – –
IAA
903
Independent Advisor Alliance
North Carolina
$287K +$69.6K +309 +32%
SXL
904
Summit X LLC
Missouri
$286K -$11K -49 -4%
HBT
905
Hills Bank & Trust
Iowa
$283K – – –
MCM
906
Monarch Capital Management
Indiana
$275K -$90.1K -400 -25%
KOCAA
907
Knights of Columbus Asset Advisors
Connecticut
$275K +$272K +1,207 New
ACM
908
Armbruster Capital Management
New York
$273K – – –
FHA
909
Flagship Harbor Advisors
Massachusetts
$273K +$9.92K +44 +4%
CA
910
Callahan Advisors
Texas
$272K – – –
CG
911
Caprock Group
Idaho
$267K -$11.7K -52 -4%
CCM
912
Carlson Capital Management
Minnesota
$266K +$1.13K +5 +0.4%
DT
913
Diversified Trust
Tennessee
$265K -$6.08K -27 -2%
AWM
914
Accel Wealth Management
Iowa
$264K +$12.2K +54 +5%
CGL
915
Clarius Group LLC
Washington
$261K +$14.2K +63 +6%
GA
916
GFS Advisors
Texas
$256K +$254K +1,125 New
SFSIG
917
San Francisco Sentry Investment Group
California
$255K +$75K +333 +43%
SCM
918
Shelton Capital Management
Colorado
$253K – – –
3LCM
919
3D/L Capital Management
Connecticut
$253K +$250K +1,110 New
BIA
920
Barry Investment Advisors
Massachusetts
$251K -$13.3K -59 -5%
IIA
921
ICW Investment Advisors
Arizona
$251K -$7.89K -35 -3%
YMRC
922
Yorktown Management & Research Company
Virginia
$251K – – –
CFGS
923
Concourse Financial Group Securities
Alabama
$251K +$106K +470 +75%
TCM
924
Tufton Capital Management
Maryland
$250K +$11.3K +50 +5%
GW
925
GW & Wade
Massachusetts
$248K +$245K +1,089 New
35 36
37
38 39