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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
676
Tranquility Partners
Tennessee
$968K -$11.6K -45 -1%
IMCOOI
677
Investment Management Corp of Ontario (IMCO)
Canada
$966K +$283K +1,100 +41%
HIA
678
Harbor Investment Advisory
Maryland
$962K +$27.8K +108 +3%
PWP
679
Private Wealth Partners
California
$957K +$30.9K +120 +3%
SIA
680
Schear Investment Advisers
Ohio
$951K +$247K +960 +35%
DAM
681
Diamant Asset Management
Connecticut
$951K – – –
PSB
682
Piscataqua Savings Bank
New Hampshire
$946K -$3.86K -15 -0.4%
FTDI
683
First Trust Direct Indexing
Massachusetts
$943K +$221K +861 +31%
CG
684
Caprock Group
Idaho
$937K +$126K +489 +16%
FTWA
685
Fifth Third Wealth Advisors
Ohio
$924K +$413K +1,607 +81%
FCAS
686
First Command Advisory Services
Texas
$921K -$29.6K -115 -3%
AAM
687
Advisors Asset Management
Colorado
$915K +$11.6K +45 +1%
PWM
688
Prentice Wealth Management
New York
$914K -$12.1K -47 -1%
AIM
689
Achmea Investment Management
Netherlands
$911K – – –
PAS
690
Park Avenue Securities
New York
$910K +$79.2K +308 +10%
DA
691
Dover Advisors
Virginia
$910K +$13.1K +51 +1%
DAS
692
Diversify Advisory Services
Utah
$902K +$464K +1,806 +102%
CMANY
693
Capital Management Associates (New York)
New York
$900K – – –
BP
694
BNP Paribas
France
$898K -$411K -1,600 -31%
IFU
695
iSAM Funds (UK)
United Kingdom
$897K +$896K +3,485 New
SW
696
SVB Wealth
Massachusetts
$895K -$155K -602 -15%
PSC
697
Portman Square Capital
United Kingdom
$890K +$890K +3,461 New
CNFG
698
Creegan & Nassoura Financial Group
New Hampshire
$888K – – –
CFG
699
Cooper Financial Group
California
$885K +$90.8K +353 +11%
TA
700
Tectonic Advisors
Texas
$879K +$73.6K +286 +9%
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