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STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1076
Wayfinding Financial
Washington
$12K +$12.2K +67 New
TFM
1077
TFC Financial Management
Massachusetts
$11.7K -$545 -3 -4%
DIP
1078
DT Investment Partners
Pennsylvania
$11.4K – – –
FFO
1079
Fortitude Family Office
Arizona
$11.4K – – –
NC
1080
NewSquare Capital
Pennsylvania
$11.4K +$9.27K +51 +464%
JSAM
1081
J. Safra Asset Management
New York
$11.2K -$12.2K -67 -52%
EWM
1082
Evermay Wealth Management
Virginia
$11K – – –
PWMG
1083
Private Wealth Management Group
New Jersey
$11K +$2.54K +14 +30%
WTFG
1084
Wood Tarver Financial Group
Idaho
$10.8K – – –
WWM
1085
Wolff Wiese Magana
California
$10.8K +$5.09K +28 +90%
S
1086
Sachetta
Massachusetts
$10.6K -$7.08K -39 -40%
AWM
1087
Abound Wealth Management
Tennessee
$10.1K -$545 -3 -5%
GTAM
1088
Global Trust Asset Management
Florida
$10.1K – – –
SO
1089
Sierra Ocean
California
$10.1K +$5.45K +30 +120%
HNW
1090
High Note Wealth
Minnesota
$9.91K -$3.09K -17 -24%
WAS
1091
Winch Advisory Services
Wisconsin
$9.6K – – –
FFA
1092
Frazier Financial Advisors
Ohio
$9.54K – – –
1NWS
1093
1 North Wealth Services
Maryland
$9.18K +$9.08K +50 New
BWL
1094
Bogart Wealth LLC
Virginia
$8.99K – – –
FMP
1095
Financial Management Professionals
Texas
$8.81K -$3.27K -18 -27%
CFFP
1096
Center for Financial Planning
Michigan
$8.26K – – –
RTC
1097
Riverview Trust Company
Washington
$8.26K -$54.1K -298 -87%
PC
1098
Promus Capital
Illinois
$8.07K – – –
CAWM
1099
Capital A Wealth Management
Pennsylvania
$7.71K – – –
RWM
1100
Ruedi Wealth Management
Illinois
$7.71K – – –
42 43
44
45 46