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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1026
Smartleaf Asset Management
Massachusetts
$240K +$80.3K +324 +54%
WE
1027
Wealth Effects
Massachusetts
$240K +$2.48K +10 +1%
CIA
1028
Capital Investment Advisors
Georgia
$240K -$17.1K -69 -7%
DT
1029
Diversified Trust
Tennessee
$239K +$13.4K +54 +6%
BBI
1030
Baxter Bros Inc
Connecticut
$238K – – –
MMG
1031
Monetary Management Group
Missouri
$238K – – –
RA
1032
Ransom Advisory
Rhode Island
$238K +$112K +450 +95%
WRM
1033
Weybosset Research & Management
Rhode Island
$238K +$24.8K +100 +12%
HSWM
1034
Hubbell Strickland Wealth Management
Louisiana
$236K – – –
WG
1035
Welch Group
Alabama
$236K – – –
NCFG
1036
New Century Financial Group
New Jersey
$236K -$18.8K -76 -8%
PWPS
1037
Pinnacle Wealth Planning Services
Ohio
$235K +$248 +1 +0.1%
CIA
1038
Concurrent Investment Advisors
Florida
$234K -$34K -137 -13%
CIA
1039
Cohen Investment Advisors
New Hampshire
$233K -$11.9K -48 -5%
KCM
1040
KRS Capital Management
Michigan
$232K -$27.5K -111 -11%
KCIC
1041
Kuhn & Co Investment Counsel
Illinois
$232K -$991 -4 -0.4%
SWM
1042
Seed Wealth Management
Illinois
$232K – – –
RCG
1043
Regatta Capital Group
California
$232K +$4.96K +20 +2%
GHAM
1044
Gilman Hill Asset Management
Connecticut
$231K +$18.6K +75 +9%
CC
1045
Courier Capital
New York
$230K +$14.6K +59 +7%
AFG
1046
Atomi Financial Group
New York
$230K -$24.8K -100 -10%
FCFC
1047
First Citizens Financial Corp
Iowa
$230K – – –
VFA
1048
Voya Financial Advisors
Connecticut
$229K +$219K +885 New
WT
1049
Washington Trust
Rhode Island
$228K -$34.7K -140 -14%
FMC
1050
First Merchants Corp
Indiana
$227K +$218K +880 New
40 41
42
43 44