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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
976
Ignite Planners
California
$296K +$1.01K +4 +0.4%
ACS
977
Archford Capital Strategies
Illinois
$296K -$97.9K -387 -26%
BWA
978
Bordeaux Wealth Advisors
California
$294K +$5.82K +23 +2%
KIA
979
Kraematon Investment Advisors
Massachusetts
$294K -$18.7K -74 -6%
NB
980
NBT Bank
New York
$294K – – –
IAN
981
Integrated Advisors Network
Texas
$292K -$29.9K -118 -10%
UB
982
Umpqua Bank
Oregon
$292K +$272K +1,075 New
PWM
983
Purus Wealth Management
California
$291K +$253 +1 +0.1%
GA
984
Geller Advisors
New York
$289K +$32.1K +127 +14%
WPC
985
Waters Parkerson & Co
Louisiana
$287K +$13.9K +55 +6%
KCM
986
KRS Capital Management
Michigan
$286K -$49.6K -196 -16%
MFG
987
Merit Financial Group
Georgia
$285K +$26.3K +104 +10%
SC
988
Searle & Co
Connecticut
$285K – – –
QI
989
Qtron Investments
Massachusetts
$285K – – –
WTC
990
WhitTier Trust Company
Nevada
$284K +$108K +428 +69%
NFG
991
Nations Financial Group
Iowa
$284K -$21.3K -84 -7%
CASC
992
Coppell Advisory Solutions Corp
Texas
$282K +$263K +1,038 New
TSW
993
Thompson Siegel & Walmsley
Virginia
$279K – – –
WT
994
Washington Trust
Rhode Island
$279K -$6.33K -25 -2%
CMI
995
Clare Market Investments
Texas
$277K +$1.01K +4 +0.4%
DWT
996
Dorsey & Whitney Trust
South Dakota
$277K -$55.7K -220 -18%
NCFG
997
New Century Financial Group
New Jersey
$276K +$257K +1,017 New
AL
998
Aspiriant LLC
California
$276K – – –
GAB
999
German American Bancorp
Indiana
$274K +$2.28K +9 +0.9%
TF
1000
Tompkins Financial
New York
$274K – – –
38 39
40
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