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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
901
9258 Wealth Management
Ohio
$329K -$31K -136 -9%
VWA
902
V Wealth Advisors
Kansas
$324K -$1.59K -7 -0.5%
AWM
903
Avior Wealth Management
Nebraska
$323K +$41.2K +181 +16%
IF
904
Intrua Financial
Texas
$320K – – –
JWCA
905
J.W. Cole Advisors
Florida
$319K -$14.1K -62 -5%
MCM
906
Manchester Capital Management
Vermont
$319K +$108K +473 +59%
BMCM
907
Burns Matteson Capital Management
New York
$319K +$290K +1,271 New
NSIM
908
North Star Investment Management
Illinois
$317K -$569K -2,499 -66%
CGL
909
Clarius Group LLC
Washington
$317K +$14.6K +64 +5%
AWM
910
Accel Wealth Management
Iowa
$314K +$34.9K +153 +14%
KIA
911
Kraematon Investment Advisors
Massachusetts
$312K +$283K +1,244 New
RSWM
912
Robertson Stephens Wealth Management
California
$312K +$284K +1,246 New
HBT
913
Hills Bank & Trust
Iowa
$311K – – –
S
914
SignatureFD
Georgia
$308K -$17.8K -78 -6%
NP
915
NorthRock Partners
Minnesota
$308K +$38.1K +167 +16%
HI
916
Horizon Investments
North Carolina
$307K +$23K +101 +9%
RA
917
Rise Advisors
New York
$301K +$274K +1,201 New
SOAMC
918
Spirit of America Management Corp
New York
$301K – – –
PCS
919
Personal CFO Solutions
New Jersey
$301K +$273K +1,199 New
CCM
920
Carlson Capital Management
Minnesota
$295K +$456 +2 +0.2%
VCG
921
Vantage Consulting Group
Virginia
$294K -$9.12K -40 -3%
IIA
922
ICW Investment Advisors
Arizona
$294K -$228 -1 -0.1%
SA
923
Syntax Advisors
New York
$294K +$267K +1,172 New
CCG
924
Chatham Capital Group
Georgia
$292K -$28.5K -125 -10%
NFG
925
Next Financial Group
Texas
$292K +$2.96K +13 +1%
35 36
37
38 39