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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
526
Retirement Planning Company of New England
Rhode Island
$605K +$38.6K +250 +7%
PFS
527
Prospera Financial Services
Texas
$605K +$15K +97 +2%
IFG
528
Independent Financial Group
California
$604K -$63.5K -411 -9%
AF
529
Allworth Financial
California
$604K -$365K -2,360 -37%
CIA
530
Choate Investment Advisors
Massachusetts
$601K -$28K -181 -4%
SFI
531
Siemens Fonds Invest
Germany
$587K – – –
APP
532
Avantax Planning Partners
Iowa
$585K -$56.1K -363 -9%
VT
533
Vise Technologies
New York
$584K – – –
MSA
534
MUFG Securities Americas
New York
$583K +$13.6K +88 +2%
GI
535
GAMMA Investing
California
$579K +$214K +1,386 +56%
SAM
536
Securian Asset Management
Minnesota
$571K – – –
KRSITF
537
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$570K – – –
UWS
538
Unique Wealth Strategies
Illinois
$567K +$112K +723 +24%
KWA
539
Kingswood Wealth Advisors
California
$567K -$36.3K -235 -6%
EWA
540
Exencial Wealth Advisors
Oklahoma
$564K +$34.3K +222 +6%
GBT
541
Grove Bank & Trust
Florida
$561K +$87.9K +569 +18%
MIA
542
MMBG Investment Advisors
Florida
$561K – – –
CFO
543
Callan Family Office
Pennsylvania
$556K -$116K -748 -17%
BAM
544
Belpointe Asset Management
Nevada
$556K -$72.9K -472 -11%
PCM
545
Palisade Capital Management
New Jersey
$555K -$69.5K -450 -11%
SAM
546
Southeastern Asset Management
Tennessee
$549K – – –
TF
547
Tompkins Financial
New York
$548K – – –
WP
548
Woodline Partners
California
$546K +$562K +3,640 New
BP
549
Ballentine Partners
Massachusetts
$544K +$6.8K +44 +1%
TF
550
TLWM Financial
Texas
$542K +$16.1K +104 +3%
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