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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
PD
651
Planning Directions
Pennsylvania
$585K -$38.7K -212 -6%
CC
652
Cornerstone Capital
California
$575K +$3.65K +20 +0.7%
OPA
653
Old Port Advisors
Maine
$574K +$6.57K +36 +1%
OIA
654
OneDigital Investment Advisors
Kansas
$572K +$10.9K +60 +2%
GI
655
GAMCO Investors
Connecticut
$570K -$9.12K -50 -2%
EHWM
656
Eads & Heald Wealth Management
Georgia
$560K +$26.4K +145 +5%
SW
657
SVB Wealth
Massachusetts
$550K +$9.67K +53 +2%
EWM
658
Executive Wealth Management
Michigan
$550K +$97K +532 +22%
BI
659
Ballast Inc
Kentucky
$546K -$5.65K -31 -1%
EFS
660
Essex Financial Services
Connecticut
$544K +$21.7K +119 +4%
BCM
661
Brookstone Capital Management
Illinois
$540K -$49.6K -272 -9%
GIBU
662
Gulf International Bank (UK)
United Kingdom
$533K
MFP
663
Meridian Financial Partners
Virginia
$533K +$67.1K +368 +14%
CF
664
Copperwynd Financial
Arizona
$531K -$13.1K -72 -3%
WCM
665
Washington Capital Management
Washington
$531K
DWA
666
Douglass Winthrop Advisors
New York
$530K -$11.9K -65 -2%
JWCA
667
J.W. Cole Advisors
Florida
$528K +$508K +2,784 New
VVP
668
Venture Visionary Partners
Ohio
$526K +$132K +725 +38%
BCI
669
Brinker Capital Investments
Pennsylvania
$522K +$503K +2,756 New
SP
670
SWS Partners
Ohio
$520K +$62K +340 +14%
WA
671
WBH Advisory
Maryland
$514K -$10K -55 -2%
TI
672
Trexquant Investment
Connecticut
$513K -$242K -1,327 -33%
FC
673
FORA Capital
Florida
$511K +$35.9K +197 +8%
KeyBank National Association
674
KeyBank National Association
Ohio
$503K -$24.4K -134 -5%
PA
675
Profund Advisors
Maryland
$500K +$45.8K +251 +11%