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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1026
Aureus Asset Management
Massachusetts
$211K – – –
CFO
1027
Collective Family Office
Pennsylvania
$210K -$24.4K -102 -10%
IAN
1028
Integrated Advisors Network
Texas
$209K +$216K +903 New
WC
1029
Wexford Capital
Florida
$209K -$39K -163 -15%
SWM
1030
Seed Wealth Management
Illinois
$209K +$215K +900 New
SWM
1031
Stockman Wealth Management
Montana
$209K +$215K +900 New
SGA
1032
Seaport Global Advisors
Massachusetts
$208K +$10.1K +42 +5%
KOCAA
1033
Knights of Columbus Asset Advisors
Connecticut
$206K – – –
GIA
1034
Gladstone Institutional Advisory
Florida
$205K +$3.11K +13 +1%
GSB
1035
Greenfield Savings Bank
Massachusetts
$203K -$31.6K -132 -13%
EWA
1036
EverSource Wealth Advisors
Alabama
$202K -$21.1K -88 -9%
HC
1037
HNP Capital
New York
$201K -$74.4K -311 -26%
WA
1038
Wealth Architects
California
$201K +$207K +866 New
CT
1039
Columbia Trust
Oregon
$200K +$207K +863 New
IAS
1040
Insigneo Advisory Services
Florida
$200K +$207K +863 New
ST
1041
Smithfield Trust
Pennsylvania
$198K +$2.39K +10 +1%
EI
1042
Ellevest Inc
New York
$194K +$11.2K +47 +6%
FA
1043
Fortis Advisors
Pennsylvania
$193K – – –
QCG
1044
Quadrant Capital Group
Ohio
$185K +$479 +2 +0.3%
CSPIA
1045
Cary Street Partners Investment Advisory
Virginia
$177K +$183K +764 New
CFD
1046
Creative Financial Designs
Indiana
$176K -$1.68K -7 -0.9%
CAS
1047
Coppell Advisory Solutions
Texas
$174K +$180K +751 New
CASC
1048
Coppell Advisory Solutions Corp
Texas
$174K +$180K +751 New
CT
1049
Colonial Trust
South Carolina
$172K +$177K +741 New
IUHSA
1050
Itau Unibanco Holding S.A.
Brazil
$172K -$20.3K -85 -10%
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