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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
701
IHT Wealth Management
Illinois
$366K +$147K +822 +58%
CT
702
Coastline Trust
Rhode Island
$366K – – –
CPIG
703
Chicago Partners Investment Group
Illinois
$364K -$41.1K -229 -10%
FFA
704
Farther Finance Advisors
California
$362K +$27.4K +153 +7%
OIA
705
OneDigital Investment Advisors
Kansas
$358K -$1.44K -8 -0.4%
GI
706
GAMMA Investing
California
$356K +$5.56K +31 +1%
XF
707
XML Financial
Maryland
$356K +$109K +605 +38%
BLC
708
Brown, Lisle/Cummings
Rhode Island
$349K – – –
JWCA
709
J.W. Cole Advisors
Florida
$349K +$45.7K +255 +13%
IWM
710
Iams Wealth Management
Nebraska
$349K -$20.8K -116 -5%
SDWIA
711
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$348K -$16.3K -91 -4%
WA
712
Waverly Advisors
Alabama
$348K +$18.3K +102 +5%
ACM
713
Allred Capital Management
Texas
$346K +$359 +2 +0.1%
PCS
714
Personal CFO Solutions
New Jersey
$346K -$212K -1,181 -36%
CA
715
Callahan Advisors
Texas
$339K – – –
FAM
716
Formidable Asset Management
Ohio
$338K – – –
BFA
717
Buttonwood Financial Advisors
Maryland
$337K +$106K +592 +40%
AWM
718
Aries Wealth Management
Maine
$333K -$138K -770 -27%
BS
719
Banco Santander
Spain
$333K +$126K +700 +52%
DWM
720
Diversify Wealth Management
Utah
$332K +$351K +1,955 New
GRP
721
Global Retirement Partners
California
$331K +$366K +2,038 New
RMAM
722
Raab & Moskowitz Asset Management
New Jersey
$331K -$177K -985 -33%
PCIA
723
Prime Capital Investment Advisors
Kansas
$328K -$1.03M -5,733 -74%
SAM
724
Secure Asset Management
Michigan
$327K +$117K +655 +48%
CB
725
Community Bank
New York
$325K – – –
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30 31