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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
Choate Investment Advisors
Massachusetts
$595K -$44.2K -278 -6%
SAM
527
Silvercrest Asset Management
New York
$593K +$1.59K +10 +0.2%
FHA
528
Flagship Harbor Advisors
Massachusetts
$591K +$75.4K +474 +12%
KIG
529
Kennedy Investment Group
New Jersey
$581K -$92.9K -584 -12%
HKAM
530
Horizon Kinetics Asset Management
New York
$581K +$687K +4,317 New
SF
531
Summit Financial
New Jersey
$581K -$54.7K -344 -7%
IFG
532
Independent Financial Group
California
$580K +$103K +646 +18%
FCH
533
Freestone Capital Holdings
Washington
$579K +$684K +4,298 New
APP
534
Avantax Planning Partners
Iowa
$574K -$3.34K -21 -0.5%
BS
535
Banco Santander
Spain
$572K +$350K +2,200 +107%
PCM
536
Prelude Capital Management
New York
$568K +$670K +4,215 New
CI
537
Cherokee Insurance
Michigan
$566K
FNBT
538
FineMark National Bank & Trust
Florida
$563K -$662K -4,162 -50%
CCS
539
Concentric Capital Strategies
Connecticut
$561K +$663K +4,166 New
Carson Wealth (CWM LLC)
540
Carson Wealth (CWM LLC)
Nebraska
$558K -$90K -566 -12%
RPCONE
541
Retirement Planning Company of New England
Rhode Island
$557K +$122K +770 +23%
BIM
542
Baldwin Investment Management
Pennsylvania
$552K -$697K -4,380 -52%
CFG
543
Cooper Financial Group
California
$550K -$30.1K -189 -4%
TWC
544
TD Waterhouse Canada
Ontario, Canada
$548K -$3.24M -20,376 -84%
VVP
545
Venture Visionary Partners
Ohio
$545K +$6.36K +40 +1%
First Manhattan
546
First Manhattan
New York
$545K -$1.97M -12,395 -75%
BPCE
547
Bank Pictet & Cie (Europe)
Germany
$540K +$39.3K +247 +7%
Robeco Institutional Asset Management
548
Robeco Institutional Asset Management
Netherlands
$537K
XF
549
XML Financial
Maryland
$532K +$280K +1,760 +80%
KFS
550
Keynote Financial Services
Connecticut
$521K +$208K +1,305 +51%