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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
676
Bragg Financial Advisors
North Carolina
$356K +$105K +530 +32%
GBT
677
Grove Bank & Trust
Florida
$355K +$16.1K +81 +4%
FRM
678
Fox Run Management
Connecticut
$353K +$436K +2,192 New
WCM
679
Weik Capital Management
Pennsylvania
$351K +$434K +2,183 New
APP
680
Avantax Planning Partners
Iowa
$348K -$2.19K -11 -0.5%
SCM
681
Southport Capital Management
Tennessee
$345K +$75.1K +378 +21%
SFS
682
Sowell Financial Services
Arkansas
$343K -$7.95K -40 -2%
CL
683
CPWM LLC
Washington
$342K +$131K +658 +45%
LIC
684
Lodestar Investment Counsel
Illinois
$341K -$19.3K -97 -4%
FL
685
Fort LP
Maryland
$341K +$201K +1,013 +92%
CI
686
Conning Inc
Connecticut
$340K -$97.4K -490 -19%
AI
687
Atria Investments
North Carolina
$339K -$37.8K -190 -8%
WJA
688
Williams Jones & Associates
New York
$338K -$7.56M -38,035 -95%
NERM
689
New England Research & Management
Illinois
$338K -$167K -840 -29%
FPFS
690
First Personal Financial Services
North Carolina
$338K -$2.19K -11 -0.5%
LB
691
Legacy Bridge
Iowa
$335K +$413K +2,080 New
TIA
692
Tiemann Investment Advisors
California
$334K -$9.74K -49 -2%
SW
693
SVB Wealth
Massachusetts
$334K +$24K +121 +6%
CBN
694
Cadence Bank NA
Texas
$334K +$77.7K +391 +23%
MCM
695
Murphy Capital Management
New Jersey
$329K – – –
B
696
Barings
North Carolina
$326K – – –
AWA
697
Arete Wealth Advisors
Illinois
$326K +$403K +2,027 New
NCMW
698
Northern Capital Management (Wisconsin)
Wisconsin
$324K -$19.9K -100 -5%
PM
699
Precept Management
Texas
$322K -$1.59M -8,000 -80%
MBT
700
Montecito Bank & Trust
California
$320K -$9.14K -46 -2%
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