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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
926
JNBA Financial Advisors
Minnesota
$11K – – –
GWSA
927
Global Wealth Strategies & Associates
Colorado
$10.3K -$3.43K -25 -25%
HC
928
Hara Capital
Washington
$10.3K – – –
IAS
929
IMA Advisory Services
Colorado
$10.2K – – –
JSAM
930
J. Safra Asset Management
New York
$9.93K – – –
HNW
931
High Note Wealth
Minnesota
$9.79K +$549 +4 +6%
VWM
932
Vermillion Wealth Management
Minnesota
$9.79K +$9.74K +71 New
AF
933
Alerus Financial
North Dakota
$9.66K – – –
RFP
934
Root Financial Partners
California
$9.24K -$17.4K -127 -65%
DIP
935
DT Investment Partners
Pennsylvania
$8.55K – – –
WA
936
Westfuller Advisors
New York
$8.45K -$256K -1,863 -97%
EWM
937
Evermay Wealth Management
Virginia
$8.28K – – –
FMP
938
Financial Management Professionals
Texas
$8.28K +$1.78K +13 +28%
PWAM
939
Private Wealth Asset Management
Iowa
$8.14K – – –
PWMG
940
Private Wealth Management Group
New Jersey
$8.14K +$686 +5 +9%
AGWCA
941
Annis Gardner Whiting Capital Advisors
Florida
$8K -$3.57K -26 -31%
OAJ
942
Ogorek Anthony Joseph
New York
$8K +$2.88K +21 +50%
PWA
943
Physician Wealth Advisors
Utah
$7.86K -$4.12K -30 -34%
CTA
944
Colonial Trust Advisors
South Carolina
$7.75K -$3.7K -27 -33%
CIAS
945
CBIZ Investment Advisory Services
Ohio
$7.73K +$4.12K +30 +115%
WAS
946
Winch Advisory Services
Wisconsin
$7.22K – – –
CJ
947
Caitlin John
Michigan
$7.21K – – –
FFA
948
Frazier Financial Advisors
Ohio
$7.17K – – –
BTD
949
BankPlus Trust Department
Mississippi
$7.04K -$11.4K -83 -62%
JWA
950
JFS Wealth Advisors
Pennsylvania
$6.9K -$123K -894 -95%
36 37
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39 40