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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
551
Laird Norton Wetherby Trust Company
Washington
$490K +$487K +3,553 New
MIM
552
Miller Investment Management
Pennsylvania
$490K – – –
EWA
553
Exencial Wealth Advisors
Oklahoma
$488K -$3.84K -28 -0.8%
TCOV
554
Trust Company of Vermont
Vermont
$486K -$419K -3,053 -46%
AFT
555
Alpha Family Trust
California
$486K +$483K +3,520 New
TF
556
TLWM Financial
Texas
$484K -$8.64K -63 -2%
DAS
557
Dynamic Advisor Solutions
Arizona
$484K +$10.4K +76 +2%
DWM
558
Diversify Wealth Management
Utah
$480K -$12.5K -91 -3%
EWA
559
EverSource Wealth Advisors
Alabama
$477K -$187K -1,364 -28%
AA
560
ABC Arbitrage
France
$476K +$151K +1,104 +47%
NCM
561
Neumann Capital Management
California
$471K -$205K -1,497 -30%
SWA
562
SFMG Wealth Advisors
Texas
$470K +$51.6K +376 +12%
SO
563
STRS Ohio
Ohio
$469K -$7.13K -52 -2%
PAS
564
Park Avenue Securities
New York
$462K -$13.9K -101 -3%
MPIA
565
Milestones Private Investment Advisors
New York
$462K – – –
JRPIM
566
Journey Retirement Planning & Investment Management
Idaho
$461K +$459K +3,345 New
CHA
567
Cooper/Haims Advisors
New York
$460K +$92.6K +675 +25%
GT
568
Greenleaf Trust
Michigan
$460K +$457K +3,334 New
JF
569
Jump Financial
Illinois
$458K -$2.52M -18,355 -85%
MFIM
570
Mesirow Financial Investment Management
Illinois
$458K -$317K -2,313 -41%
KWM
571
Kingsview Wealth Management
Oregon
$458K -$2.4M -17,479 -84%
RCM
572
Radnor Capital Management
Pennsylvania
$457K -$459K -3,346 -50%
GA
573
GFS Advisors
Texas
$450K – – –
CNFG
574
Creegan & Nassoura Financial Group
New Hampshire
$448K -$68.6K -500 -13%
BC
575
Bayforest Capital
United Kingdom
$446K -$513K -3,740 -54%
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