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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
701
First Trust Direct Indexing
Massachusetts
$848K -$92.5K -373 -10%
PCM
702
Parsons Capital Management
Rhode Island
$846K – – –
QCM
703
QRG Capital Management
Illinois
$844K -$18.8K -76 -2%
OIM
704
Oder Investment Management
California
$842K +$55K +222 +7%
CWM
705
Congress Wealth Management
Massachusetts
$839K +$807K +3,254 New
Bessemer Group
706
Bessemer Group
New Jersey
$838K -$423K -1,705 -34%
LFA
707
Laraway Financial Advisors
Minnesota
$835K – – –
SG
708
StoneX Group
New York
$833K +$182K +736 +29%
HIA
709
Harbor Investment Advisory
Maryland
$832K -$126K -509 -14%
TF
710
TLWM Financial
Texas
$826K -$8.92K -36 -1%
SC
711
Savant Capital
Illinois
$825K +$415K +1,675 +110%
WSCM
712
Wellington Shields Capital Management
New York
$818K -$154K -620 -16%
BMSSC
713
B. Metzler seel. Sohn & Co
Germany
$815K – – –
CF
714
Copperwynd Financial
Arizona
$809K +$19.8K +80 +3%
Wealthfront Advisers
715
Wealthfront Advisers
California
$800K -$76.3K -308 -9%
IAA
716
Independent Advisor Alliance
North Carolina
$798K -$18.8K -76 -2%
HTC
717
Haverford Trust Company
Pennsylvania
$798K -$2.48K -10 -0.3%
IB
718
Intrust Bank
Kansas
$796K -$10.2K -41 -1%
HCM
719
HMS Capital Management
Tennessee
$789K +$57.5K +232 +8%
CI Investments Inc
720
CI Investments Inc
Ontario, Canada
$788K +$78.3K +316 +12%
GI
721
GAMCO Investors
Connecticut
$773K – – –
AWM
722
Apollon Wealth Management
South Carolina
$764K -$22.8K -92 -3%
VA
723
Vident Advisory
Georgia
$759K +$97.9K +395 +15%
AWM
724
Axxcess Wealth Management
California
$757K +$991 +4 +0.1%
PG
725
Patten Group
Tennessee
$757K +$53.5K +216 +8%