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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
651
Parallel Advisors
California
$925K -$128K -561 -13%
TI
652
Tidal Investments
Wisconsin
$914K +$145K +635 +21%
EFS
653
Essex Financial Services
Connecticut
$913K -$50.1K -220 -6%
PCM
654
Parsons Capital Management
Rhode Island
$912K – – –
PWM
655
Prentice Wealth Management
New York
$909K -$23.2K -102 -3%
AFP
656
Ausdal Financial Partners
Iowa
$909K -$10.5K -46 -1%
FI
657
Finivi Inc
Massachusetts
$901K +$818K +3,589 New
RM
658
Resource Management
Louisiana
$896K -$95.5K -419 -11%
SWA
659
SFMG Wealth Advisors
Texas
$896K -$70.2K -308 -8%
RMAM
660
Raab & Moskowitz Asset Management
New Jersey
$884K -$10.3K -45 -1%
MGIA
661
Moneta Group Investment Advisors
Missouri
$878K -$8.66K -38 -1%
MFP
662
Michael F. Price
$878K – – –
WA
663
Wealth Advisors
California
$878K – – –
CCP
664
Corient Capital Partners
California
$872K +$367K +1,611 +86%
MFP
665
Meridian Financial Partners
Virginia
$870K +$44.7K +196 +6%
SIAG
666
Signet Investment Advisory Group
Rhode Island
$864K +$80K +351 +11%
MIC
667
Meridian Investment Counsel
California
$858K +$12.5K +55 +2%
BHB
668
Bank Hapoalim BM
Israel
$857K -$2.28K -10 -0.3%
FC
669
Forte Capital
New York
$855K +$8.2K +36 +1%
AAS
670
Ameritas Advisory Services
Nebraska
$854K +$775K +3,402 New
KOC
671
Koss-Olinger Consulting
Florida
$853K +$430K +1,885 +124%
SW
672
SVB Wealth
Massachusetts
$852K +$77.7K +341 +11%
IAIM
673
International Assets Investment Management
Florida
$849K -$54.9K -241 -7%
ECM
674
Exchange Capital Management
Michigan
$838K -$9.8K -43 -1%
P
675
Pitcairn
Pennsylvania
$834K -$30.3K -133 -4%
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