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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
651
Franklin Street Advisors
North Carolina
$350K -$13.2M -74,749 -97%
CB
652
Community Bank
New York
$350K – – –
AL
653
Arnhold LLC
New York
$344K – – –
SICM
654
Sustainable Insight Capital Management
New York
$344K +$423K +2,397 New
MERSOM
655
Municipal Employees' Retirement System of Michigan
Michigan
$341K – – –
MBT
656
Montecito Bank & Trust
California
$340K +$19.6K +111 +5%
MIM
657
Moseley Investment Management
Florida
$340K +$36.5K +207 +10%
NA
658
NewEdge Advisors
Louisiana
$338K -$232K -1,313 -36%
WA
659
WealthTrust Axiom
Pennsylvania
$336K – – –
BWA
660
Beam Wealth Advisors
Louisiana
$335K – – –
PTC
661
Private Trust Company
Ohio
$334K -$230K -1,306 -36%
ICM
662
IMS Capital Management
Oregon
$330K – – –
IWM
663
IHT Wealth Management
Illinois
$330K +$68.5K +388 +20%
RRAM
664
River Road Asset Management
Kentucky
$329K +$405K +2,295 New
PWAP
665
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$326K +$149K +845 +72%
SP
666
SWS Partners
Ohio
$326K +$401K +2,271 New
PMG
667
ProVise Management Group
Florida
$324K +$116K +660 +41%
EMG
668
ETF Managers Group
New Jersey
$323K -$262K -1,486 -40%
VFA
669
Voya Financial Advisors
Connecticut
$320K -$285K -1,617 -43%
ACM
670
Alethea Capital Management
Washington
$317K -$53.5K -303 -12%
LB
671
Legacy Bridge
Iowa
$317K +$37.1K +210 +11%
ISWM
672
Independent Solutions Wealth Management
New York
$316K +$78.5K +445 +25%
GBT
673
Grove Bank & Trust
Florida
$316K -$69.9K -396 -15%
FHB
674
First Hawaiian Bank
Hawaii
$315K +$31.1K +176 +9%
OIA
675
OneDigital Investment Advisors
Kansas
$313K +$45.5K +258 +13%
25 26
27
28 29