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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
676
First Command Advisory Services
Texas
$305K
CL
677
COWA LLC
Oklahoma
$304K +$359K +2,260 New
EWM
678
Evercore Wealth Management
New York
$303K -$1.05M -6,587 -75%
SF
679
Synovus Financial
Georgia
$302K -$53.9K -339 -13%
IA
680
IFP Advisors
Florida
$300K +$290K +1,822 +445%
MGIA
681
Moneta Group Investment Advisors
Missouri
$295K -$15.1K -95 -4%
LA
682
Legacy Advisors
Pennsylvania
$290K +$342K +2,150 New
IAMOG
683
Investors Asset Management of Georgia
Georgia
$289K +$67.6K +425 +25%
BLC
684
Brown, Lisle/Cummings
Rhode Island
$289K -$159 -1 -0%
SDWIA
685
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$288K
IF
686
IRON Financial
Illinois
$284K -$408K -2,563 -55%
CRC
687
Curi RMB Capital
Illinois
$281K -$38K -239 -10%
OIA
688
OneDigital Investment Advisors
Kansas
$280K -$18.8K -118 -5%
CA
689
Callahan Advisors
Texas
$279K -$2.23K -14 -0.7%
AWM
690
Aries Wealth Management
Maine
$276K
CGPCS
691
Capital Group Private Client Services
California
$275K -$10.2M -64,180 -97%
EI
692
Ellevest Inc
New York
$275K +$28.6K +180 +10%
DAS
693
Diversify Advisory Services
Utah
$275K +$76.4K +480 +30%
MWM
694
Meridian Wealth Management
Kentucky
$275K +$26.9K +169 +9%
PI
695
PFG Investments
New York
$274K +$49.5K +311 +18%
CT
696
Coastline Trust
Rhode Island
$273K -$35K -220 -10%
DF
697
Define Financial
California
$267K +$1.91K +12 +0.6%
ZBNA
698
Zions Bancorporation, National Association
Utah
$266K +$262K +1,648 +502%
UB
699
Umpqua Bank
Oregon
$266K +$24K +151 +9%
AIM
700
AXA Investment Managers
France
$265K +$313K +1,967 New