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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Cordatus Wealth Management
Pennsylvania
$932K +$934K +4,045 New
PSB
627
Piscataqua Savings Bank
New Hampshire
$925K -$30.7K -133 -3%
AA
628
Altrafin AG
$921K -$739K -3,200 -44%
GVAG
629
Great Valley Advisor Group
Delaware
$915K +$120K +520 +15%
DFA
630
Delta Financial Advisors
Louisiana
$895K +$462 +2 +0.1%
LA
631
LVW Advisors
New York
$895K +$1.16K +5 +0.1%
SFI
632
Siemens Fonds Invest
Germany
$888K
LFA
633
Laraway Financial Advisors
Minnesota
$881K
MFP
634
Meridian Financial Partners
Virginia
$876K +$51K +221 +6%
IIM
635
Intact Investment Management
Quebec, Canada
$875K -$139K -600 -14%
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$875K +$15K +65 +2%
PWM
637
Prentice Wealth Management
New York
$874K +$46.9K +203 +6%
FC
638
FORA Capital
Florida
$869K -$193K -836 -18%
MYAM
639
Meiji Yasuda Asset Management
Japan
$861K -$170K -735 -16%
HFA
640
HC Financial Advisors
California
$860K -$55.2K -239 -6%
AWS
641
Atria Wealth Solutions
New York
$860K +$862K +3,734 New
FC
642
Forte Capital
New York
$855K
PAS
643
Park Avenue Securities
New York
$852K +$150K +648 +21%
AAS
644
Ameritas Advisory Services
Nebraska
$848K +$64.7K +280 +8%
EFS
645
Essex Financial Services
Connecticut
$838K +$231 +1 +0%
PCM
646
Parsons Capital Management
Rhode Island
$822K -$15.2K -66 -2%
SWA
647
SFMG Wealth Advisors
Texas
$821K -$1.62K -7 -0.2%
Brown Advisory
648
Brown Advisory
Maryland
$819K +$79.9K +346 +11%
AC
649
ASB Consultores
Florida
$818K +$198K +859 +32%
SIAG
650
Signet Investment Advisory Group
Rhode Island
$816K +$23.1K +100 +3%