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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
926
Coldstream Capital Management
Washington
$216K +$194K +987 New
FAM
927
Formidable Asset Management
Ohio
$216K +$195K +994 New
OPS
928
Orion Portfolio Solutions
Nebraska
$213K -$18.3K -93 -9%
HTC
929
Haverford Trust Company
Pennsylvania
$212K +$190K +966 New
W
930
WealthStone
Ohio
$212K +$190K +966 New
NP
931
NorthRock Partners
Minnesota
$211K -$196K -996 -51%
CWM
932
Chesapeake Wealth Management
Virginia
$210K +$188K +958 New
PG
933
Patten Group
Tennessee
$210K +$189K +960 New
IAA
934
Independent Advisor Alliance
North Carolina
$209K -$840K -4,271 -82%
LS
935
Leelyn Smith
Illinois
$209K -$578K -2,940 -76%
JWCA
936
J.W. Cole Advisors
Florida
$209K -$360K -1,830 -66%
QC
937
QCM Cayman
Texas
$208K +$186K +948 New
SG
938
StoneX Group
New York
$207K -$62.7K -319 -25%
CL
939
CPWM LLC
Washington
$207K +$185K +943 New
S
940
SignatureFD
Georgia
$206K +$57.8K +294 +45%
BJL
941
Brighton Jones LLC
Washington
$206K +$185K +939 New
FRM
942
Fox Run Management
Connecticut
$206K +$185K +942 New
HW
943
Hancock Whitney
Mississippi
$205K +$183K +933 New
AI
944
AdvisorShares Investments
Maryland
$204K -$13.2K -67 -7%
AWA
945
Arkadios Wealth Advisors
Georgia
$204K +$157K +799 +605%
MMG
946
Monetary Management Group
Missouri
$203K – – –
MAM
947
McLean Asset Management
Virginia
$203K +$182K +925 New
APA
948
Allegiant Private Advisors
Florida
$203K +$182K +928 New
CC
949
Centiva Capital
New York
$202K +$181K +921 New
WWM
950
Western Wealth Management
Colorado
$200K +$180K +915 New
36 37
38
39 40