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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
951
Deroy & Devereaux Private Investment Counsel
Michigan
$234K – – –
JWM
952
JFG Wealth Management
Colorado
$234K +$235K +1,000 New
NP
953
NorthRock Partners
Minnesota
$233K -$6.81K -29 -3%
CC
954
Cipher Capital
New York
$231K -$6.75M -28,758 -97%
RTS
955
Round Table Services
New Jersey
$229K – – –
CAGAS
956
Capital Advisory Group Advisory Services
Minnesota
$228K -$9.86K -42 -4%
HTC
957
Haverford Trust Company
Pennsylvania
$226K – – –
AWA
958
Arkadios Wealth Advisors
Georgia
$226K +$4.23K +18 +2%
CFD
959
Creative Financial Designs
Indiana
$226K +$6.1K +26 +3%
HH
960
Hilltop Holdings
Texas
$226K +$227K +967 New
CL
961
CPWM LLC
Washington
$224K -$704 -3 -0.3%
FAM
962
Formidable Asset Management
Ohio
$224K +$235 +1 +0.1%
EH
963
Equitable Holdings
New York
$223K +$224K +954 New
CT
964
Columbia Trust
Oregon
$220K -$4.23K -18 -2%
HTHT
965
Hemenway Trust Hemenway Trust
New Hampshire
$218K +$219K +933 New
APA
966
Allegiant Private Advisors
Florida
$217K – – –
LSAG
967
Lake Street Advisors Group
New Hampshire
$216K -$9.86K -42 -4%
MMG
968
Monetary Management Group
Missouri
$216K – – –
SIA
969
Soltis Investment Advisors
Utah
$214K -$5.17K -22 -2%
SFA
970
Seneca Financial Advisors
New York
$213K +$704 +3 +0.3%
FNBTCON
971
First National Bank & Trust Co of Newtown
Pennsylvania
$212K – – –
SW
972
SlateStone Wealth
Florida
$212K +$470 +2 +0.2%
WA
973
Wealth Architects
California
$211K +$1.17K +5 +0.6%
BTWM
974
Baker Tilly Wealth Management
Wisconsin
$210K +$211K +899 New
BSW
975
Buckingham Strategic Wealth
Missouri
$210K +$211K +899 New
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