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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
651
Platform Technology Partners
New York
$787K -$15.3K -63 -2%
FC
652
Forte Capital
New York
$786K -$8.52K -35 -1%
IB
653
Intrust Bank
Kansas
$779K +$88.6K +364 +12%
HCM
654
HMS Capital Management
Tennessee
$778K +$293K +1,203 +56%
ECM
655
Exchange Capital Management
Michigan
$774K -$1.22K -5 -0.2%
WW
656
Waterfront Wealth
Kansas
$771K +$256K +1,052 +47%
AB
657
Atlas Brown
Kentucky
$770K – – –
MCP
658
Mirador Capital Partners
California
$769K -$19.5K -80 -2%
CCM
659
Community Capital Management
Florida
$769K +$803K +3,300 New
ATC
660
Argent Trust Co
Tennessee
$768K +$9.01K +37 +1%
SW
661
SVB Wealth
Massachusetts
$766K +$59.9K +246 +8%
GIA
662
Gateway Investment Advisers
Ohio
$759K -$4.62K -19 -0.6%
ORI
663
Oak Ridge Investments
Illinois
$757K – – –
GC
664
Gilbert & Cook
Iowa
$743K +$49.9K +205 +7%
PP
665
Prudential plc
United Kingdom
$739K +$27.3K +112 +4%
CCT
666
Chemung Canal Trust
New York
$735K +$18K +74 +2%
TF
667
TLWM Financial
Texas
$732K -$15.1K -62 -2%
PWM
668
Perigon Wealth Management
California
$721K +$60.6K +249 +9%
ACS
669
Archford Capital Strategies
Illinois
$719K -$74.7K -307 -9%
WAOI
670
Wealth Advisors of Iowa
Iowa
$717K +$502K +2,062 +200%
OQS
671
Occudo Quantitative Strategies
Florida
$716K +$748K +3,072 New
PAS
672
Park Avenue Securities
New York
$715K -$154K -631 -17%
OPA
673
Old Port Advisors
Maine
$714K -$21.4K -88 -3%
PD
674
Planning Directions
Pennsylvania
$713K -$3.65K -15 -0.5%
IIM
675
Intact Investment Management
Quebec, Canada
$699K -$195K -800 -21%
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