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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
626
Delta Financial Advisors
Louisiana
$857K -$21.6K -97 -2%
LWP
627
Lumature Wealth Partners
Georgia
$853K +$139K +625 +20%
IAA
628
Independent Advisor Alliance
North Carolina
$849K +$837K +3,759 New
AIM
629
Achmea Investment Management
Netherlands
$842K – – –
DAM
630
Diamant Asset Management
Connecticut
$841K – – –
PSB
631
Piscataqua Savings Bank
New Hampshire
$838K – – –
VFPI
632
Vantage Financial Partners (Illinois)
Illinois
$836K +$22.3K +100 +3%
PWM
633
Prentice Wealth Management
New York
$833K -$35.8K -161 -4%
EFS
634
Essex Financial Services
Connecticut
$832K +$223 +1 +0%
Bessemer Group
635
Bessemer Group
New Jersey
$831K -$64.8K -291 -7%
SW
636
SVB Wealth
Massachusetts
$830K -$71.4K -321 -8%
ATC
637
Argent Trust Co
Tennessee
$829K +$89.7K +403 +12%
SWA
638
SFMG Wealth Advisors
Texas
$826K +$19.1K +86 +2%
PCM
639
Parsons Capital Management
Rhode Island
$822K – – –
MGIA
640
Moneta Group Investment Advisors
Missouri
$821K -$22.5K -101 -3%
FC
641
Forte Capital
New York
$816K – – –
LSA
642
Leonteq Securities AG
Switzerland
$815K +$312K +1,400 +63%
P
643
Pitcairn
Pennsylvania
$812K +$3.78K +17 +0.5%
CNFG
644
Creegan & Nassoura Financial Group
New Hampshire
$808K +$796K +3,575 New
BCI
645
Brinker Capital Investments
Pennsylvania
$798K -$182K -819 -19%
OPS
646
Orion Portfolio Solutions
Nebraska
$798K +$395K +1,774 +101%
MIC
647
Meridian Investment Counsel
California
$793K -$14.5K -65 -2%
LA
648
LVW Advisors
New York
$788K -$44.5K -200 -5%
FNA
649
First National Advisers
Nebraska
$787K +$16.2K +73 +2%
LA
650
LBP AM
France
$784K -$241K -1,084 -24%