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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
576
Belpointe Asset Management
Nevada
$426K -$95.1K -640 -17%
ZBNA
577
Zions Bancorporation, National Association
Utah
$426K +$10.7K +72 +2%
GI
578
GAMCO Investors
Connecticut
$425K – – –
MMA
579
Miracle Mile Advisors
California
$418K -$38.9K -262 -8%
CCM
580
Coldstream Capital Management
Washington
$418K -$70.3K -473 -14%
GCP
581
GSA Capital Partners
United Kingdom
$415K +$444K +2,985 New
SC
582
SouthState Corp
Florida
$415K -$1.47M -9,867 -77%
DAS
583
Dynamic Advisor Solutions
Arizona
$414K -$48.9K -329 -10%
MWM
584
Mission Wealth Management
California
$413K +$441K +2,969 New
CMP
585
Christine Messmer PC
Pennsylvania
$406K +$171K +1,148 +65%
NA
586
Nautilus Advisors
California
$405K – – –
VI
587
Vestcor Inc
New Brunswick, Canada
$393K – – –
SWA
588
SFMG Wealth Advisors
Texas
$391K – – –
EFS
589
Essex Financial Services
Connecticut
$389K -$30.5K -205 -7%
TE
590
Tema ETFs
New York
$388K +$21.6K +145 +5%
JWM
591
Jeppson Wealth Management
California
$386K -$34.9K -235 -8%
SWP
592
Stratos Wealth Partners
Ohio
$383K -$81.3K -547 -17%
BTWM
593
Baker Tilly Wealth Management
Wisconsin
$383K -$29.4K -198 -7%
LFA
594
Legacy Financial Advisors
Kentucky
$381K -$26.3K -177 -6%
1IA
595
1620 Investment Advisors
Massachusetts
$380K +$1.93K +13 +0.5%
SWA
596
Stratos Wealth Advisors
Ohio
$377K -$45.6K -307 -10%
PCM
597
Permanent Capital Management
Illinois
$374K – – –
IAA
598
Independent Advisor Alliance
North Carolina
$373K -$10.4K -70 -3%
TC
599
TownSquare Capital
Utah
$370K +$9.22K +62 +2%
CWM
600
CMH Wealth Management
New Hampshire
$366K -$91.7K -617 -19%
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