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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
BP
551
Ballentine Partners
Massachusetts
$494K +$164K +1,193 +50%
LNWTC
552
Laird Norton Wetherby Trust Company
Washington
$490K +$487K +3,553 New
MIM
553
Miller Investment Management
Pennsylvania
$490K
EWA
554
Exencial Wealth Advisors
Oklahoma
$488K -$3.84K -28 -0.8%
TCOV
555
Trust Company of Vermont
Vermont
$486K -$419K -3,053 -46%
AFT
556
Alpha Family Trust
California
$486K +$483K +3,520 New
TF
557
TLWM Financial
Texas
$484K -$8.64K -63 -2%
DAS
558
Dynamic Advisor Solutions
Arizona
$484K +$10.4K +76 +2%
DWM
559
Diversify Wealth Management
Utah
$480K -$12.5K -91 -3%
EWA
560
EverSource Wealth Advisors
Alabama
$477K -$187K -1,364 -28%
AA
561
ABC Arbitrage
France
$476K +$151K +1,104 +47%
NCM
562
Neumann Capital Management
California
$471K -$205K -1,497 -30%
SWA
563
SFMG Wealth Advisors
Texas
$470K +$51.6K +376 +12%
SO
564
STRS Ohio
Ohio
$469K -$7.13K -52 -2%
PAS
565
Park Avenue Securities
New York
$462K -$13.9K -101 -3%
MPIA
566
Milestones Private Investment Advisors
New York
$462K
JRPIM
567
Journey Retirement Planning & Investment Management
Idaho
$461K +$459K +3,345 New
CHA
568
Cooper/Haims Advisors
New York
$460K +$92.6K +675 +25%
GT
569
Greenleaf Trust
Michigan
$460K +$457K +3,334 New
JF
570
Jump Financial
Illinois
$458K -$2.52M -18,355 -85%
MFIM
571
Mesirow Financial Investment Management
Illinois
$458K -$317K -2,313 -41%
KWM
572
Kingsview Wealth Management
Oregon
$458K -$2.4M -17,479 -84%
RCM
573
Radnor Capital Management
Pennsylvania
$457K -$459K -3,346 -50%
GA
574
GFS Advisors
Texas
$450K
CNFG
575
Creegan & Nassoura Financial Group
New Hampshire
$448K -$68.6K -500 -13%