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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
476
Diversify Advisory Services
Utah
$745K +$853K +5,741 New
SI
477
Saxon Interests
Texas
$744K – – –
HIIFS
478
Harel Insurance Investments & Financial Services
Israel
$742K +$381K +2,560 +92%
CAG
479
Crestwood Advisors Group
Massachusetts
$741K -$3.48M -23,378 -81%
TMAM
480
Tokio Marine Asset Management
Japan
$738K – – –
AWM
481
Aberdeen Wealth Management
Illinois
$737K -$26.8K -180 -3%
SIRP
482
Shelter Insurance Retirement Plan
Missouri
$737K – – –
CIM
483
CIM Investment Management
Pennsylvania
$732K -$78.3K -527 -9%
WB
484
WesBanco Bank
West Virginia
$727K -$311K -2,090 -29%
BEI
485
Benjamin Edwards Inc
Missouri
$727K -$352K -2,366 -31%
FAMI
486
Fideuram Asset Management (Ireland)
$718K -$493K -3,316 -40%
KCM
487
Kendall Capital Management
Maryland
$715K +$22.3K +150 +3%
Mercer Global Advisors
488
Mercer Global Advisors
Colorado
$710K +$9.37K +63 +1%
MO
489
McMillan Office
Michigan
$706K – – –
IA
490
IFP Advisors
Florida
$704K +$11.6K +78 +2%
IF
491
IRON Financial
Illinois
$701K +$49.1K +330 +7%
EAM
492
Erste Asset Management
Austria
$700K +$666K +4,481 +1,494%
DO
493
denkapparat Operations
Germany
$697K -$325K -2,186 -30%
TFA
494
Toth Financial Advisory
Virginia
$692K -$47.4K -319 -6%
RPCONE
495
Retirement Planning Company of New England
Rhode Island
$691K +$139K +933 +23%
WG
496
Wellington Group
Indiana
$686K +$349K +2,347 +91%
EPW
497
Elevated Private Wealth
Wisconsin
$683K +$730K +4,910 New
HR
498
Howe & Rusling
New York
$678K +$16.8K +113 +2%
SFA
499
Sequoia Financial Advisors
Ohio
$677K +$10.9K +73 +2%
OL
500
one8zero8 LLC
North Carolina
$677K – – –