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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
901
Monarch Capital Management
Indiana
$282K – – –
MWM
902
Mission Wealth Management
California
$281K -$23.7K -101 -8%
AWM
903
Avior Wealth Management
Nebraska
$281K -$21.6K -92 -7%
ACM
904
Armbruster Capital Management
New York
$280K – – –
CA
905
Callahan Advisors
Texas
$279K – – –
CFGS
906
Concourse Financial Group Securities
Alabama
$276K +$19K +81 +7%
KOCAA
907
Knights of Columbus Asset Advisors
Connecticut
$275K -$7.28K -31 -3%
CCM
908
Carlson Capital Management
Minnesota
$275K +$2.11K +9 +0.8%
CGL
909
Clarius Group LLC
Washington
$274K +$6.1K +26 +2%
9WM
910
9258 Wealth Management
Ohio
$274K +$33.3K +142 +14%
IF
911
Intrua Financial
Texas
$272K – – –
CB
912
CNB Bank
Pennsylvania
$270K +$80.8K +344 +42%
FA
913
FDx Advisors
Illinois
$268K +$37.8K +161 +16%
AWM
914
Accurate Wealth Management
Florida
$268K +$269K +1,145 New
IC
915
IEQ Capital
California
$266K +$56.6K +241 +27%
IAA
916
Independent Advisor Alliance
North Carolina
$265K -$30K -128 -10%
3LCM
917
3D/L Capital Management
Connecticut
$260K +$704 +3 +0.3%
SCM
918
Shelton Capital Management
Colorado
$259K – – –
BIA
919
Barry Investment Advisors
Massachusetts
$259K +$1.41K +6 +0.5%
IIA
920
ICW Investment Advisors
Arizona
$258K +$939 +4 +0.4%
SSG
921
Summit Securities Group
New York
$258K +$48.1K +205 +23%
YMRC
922
Yorktown Management & Research Company
Virginia
$257K – – –
SSA
923
South Street Advisors
New York
$257K +$258K +1,100 New
NFG
924
Next Financial Group
Texas
$255K -$47.9K -204 -16%
TSS
925
Two Sigma Securities
New York
$255K +$256K +1,092 New
35 36
37
38 39