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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NR
1051
Newfound Research
Massachusetts
$136K +$123K +540 New
T
1052
TOBAM
France
$134K – – –
SQA
1053
Simon Quick Advisors
New Jersey
$129K -$27.1K -119 -19%
WTA
1054
Washington Trust Advisors
Massachusetts
$127K +$115K +506 New
OIA
1055
Optimum Investment Advisors
Illinois
$125K – – –
MTIC
1056
Missouri Trust & Investment Company
Missouri
$125K +$114K +500 New
WOSD
1057
WFA of San Diego
California
$125K +$114K +500 New
VC
1058
Vestor Capital
Illinois
$120K – – –
TWM
1059
Tradition Wealth Management
Minnesota
$118K – – –
EBA
1060
Eagle Bay Advisors
New York
$116K -$70.4K -309 -40%
FPA
1061
First Pacific Advisors
California
$113K – – –
BWP
1062
Baldwin Wealth Partners
Massachusetts
$108K – – –
KFI
1063
Key Financial Inc
Pennsylvania
$107K – – –
TC
1064
TAP Consulting
Missouri
$103K +$93.2K +409 New
WT
1065
Washington Trust
Rhode Island
$102K -$18K -79 -16%
FP
1066
Financial Perspectives
Minnesota
$100K – – –
DSC
1067
Duncker Streett & Co
Missouri
$100K – – –
TCM
1068
Tradewinds Capital Management
Washington
$100K +$91.2K +400 New
MSE
1069
MUFG Securities EMEA
United Kingdom
$98K -$17.1M -75,000 -99%
WTC
1070
WhitTier Trust Company
Nevada
$98K -$2.28K -10 -2%
SC
1071
SouthState Corp
Florida
$98K – – –
PGAM
1072
Princeton Global Asset Management
New Jersey
$97K – – –
C
1073
Covestor
United Kingdom
$92K +$83.2K +365 New
UCB
1074
United Community Bank
South Carolina
$89.8K +$81.6K +358 New
RIA
1075
Richwood Investment Advisors
Ohio
$87K +$78.6K +345 New
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