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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
601
Jeppson Wealth Management
California
$394K +$392K +2,856 New
VI
602
Vestcor Inc
New Brunswick, Canada
$390K
PI
603
PFG Investments
New York
$387K +$106K +770 +38%
AWM
604
Axxcess Wealth Management
California
$383K -$27.3K -199 -7%
LFA
605
Legacy Financial Advisors
Kentucky
$381K +$111K +809 +42%
MWM
606
Mission Wealth Management
California
$377K +$375K +2,733 New
HAG
607
HighPoint Advisor Group
Illinois
$377K -$15.8K -115 -4%
AIM
608
Anchor Investment Management
South Carolina
$368K +$17.8K +130 +5%
ACP
609
Aviance Capital Partners
Florida
$367K -$14.8K -108 -4%
PWM
610
Prentice Wealth Management
New York
$366K -$14.8K -108 -4%
PGFC
611
Peapack-Gladstone Financial Corp
New Jersey
$365K -$318K -2,318 -47%
TE
612
Tema ETFs
New York
$363K -$549 -4 -0.2%
CWM
613
Cornerstone Wealth Management
Missouri
$363K -$7.68K -56 -2%
LFA
614
Laraway Financial Advisors
Minnesota
$362K -$74.1K -540 -17%
1IA
615
1620 Investment Advisors
Massachusetts
$361K -$37.2K -271 -9%
BCV
616
Banque Cantonale Vaudoise
Switzerland
$352K -$39.7K -289 -10%
CCA
617
Childress Capital Advisors
Texas
$351K +$349K +2,544 New
MYLI
618
Meiji Yasuda Life Insurance
Japan
$346K
HTC
619
Haverford Trust Company
Pennsylvania
$346K +$18.1K +132 +6%
GI
620
GAMMA Investing
California
$341K +$121K +881 +55%
NW
621
NewEdge Wealth
Pennsylvania
$341K +$339K +2,472 New
EI
622
Ellevest Inc
New York
$340K +$57.8K +421 +21%
Nomura Holdings
623
Nomura Holdings
Japan
$340K -$1.15M -8,372 -77%
CFG
624
Citizens Financial Group
Rhode Island
$338K -$70.4K -513 -17%
SMA
625
Sage Mountain Advisors
Georgia
$337K +$335K +2,440 New