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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
676
Brinker Capital Investments
Pennsylvania
$909K -$98.2K -413 -10%
OPS
677
Orion Portfolio Solutions
Nebraska
$909K -$98.2K -413 -10%
FHA
678
First Horizon Advisors
Tennessee
$909K +$88.7K +373 +11%
PSB
679
Piscataqua Savings Bank
New Hampshire
$898K +$3.57K +15 +0.4%
TMAM
680
Tokio Marine Asset Management
Japan
$897K +$31.6K +133 +4%
AEPWM
681
Atlantic Edge Private Wealth Management
Florida
$894K +$879K +3,696 New
DAM
682
Diamant Asset Management
Connecticut
$893K – – –
FA
683
FDx Advisors
Illinois
$890K +$322K +1,354 +58%
WAP
684
Wealthcare Advisory Partners
Pennsylvania
$878K +$357K +1,500 +70%
ACA
685
Anchor Capital Advisors
Massachusetts
$875K +$3.57K +15 +0.4%
PCM
686
Parsons Capital Management
Rhode Island
$873K – – –
MC
687
Machina Capital
France
$867K +$853K +3,586 New
SWA
688
SFMG Wealth Advisors
Texas
$864K -$4.76K -20 -0.6%
MYAM
689
Meiji Yasuda Asset Management
Japan
$860K -$49K -206 -5%
NS
690
NBC Securities
Alabama
$859K -$951 -4 -0.1%
AIM
691
Achmea Investment Management
Netherlands
$856K – – –
IP
692
Intellectus Partners
California
$849K -$272K -1,144 -25%
CMANY
693
Capital Management Associates (New York)
New York
$846K +$238K +1,000 +40%
EFS
694
Essex Financial Services
Connecticut
$842K -$26.6K -112 -3%
CQS
695
Credential Qtrade Securities
$839K +$241K +1,015 +41%
PWM
696
Prentice Wealth Management
New York
$837K +$8.56K +36 +1%
CNFG
697
Creegan & Nassoura Financial Group
New Hampshire
$834K – – –
P
698
Pitcairn
Pennsylvania
$834K -$1.19K -5 -0.1%
TFS
699
Thoroughbred Financial Services
Tennessee
$830K -$40.7K -171 -5%
MIS
700
Morningstar Investment Services
Illinois
$827K +$395K +1,660 +95%
26 27
28
29 30