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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
AXA Investment Managers
France
$265K +$313K +1,967 New
ACM
702
Allred Capital Management
Texas
$264K -$26.9K -169 -8%
LFA
703
Legacy Financial Advisors
Kentucky
$262K +$50.1K +315 +19%
SAM
704
Secure Asset Management
Michigan
$262K -$19.4K -122 -6%
BFA
705
Beaumont Financial Advisors
Massachusetts
$260K -$795 -5 -0.3%
SC
706
Sapient Capital
Indiana
$259K -$1.11K -7 -0.4%
WA
707
Westfuller Advisors
New York
$259K +$306K +1,924 New
JWCA
708
J.W. Cole Advisors
Florida
$257K -$38K -239 -11%
TC
709
TownSquare Capital
Utah
$256K +$302K +1,898 New
DAM
710
Diamant Asset Management
Connecticut
$252K -$75.6K -475 -20%
MOS
711
MGO One Seven
Ohio
$250K -$11.6K -73 -4%
SJL
712
Shayne & Jacobs LLC
Tennessee
$249K +$19.1K +120 +7%
PA
713
Profund Advisors
Maryland
$246K -$26.1K -164 -8%
RMAM
714
Raab & Moskowitz Asset Management
New Jersey
$245K -$33.9K -213 -10%
ACM
715
Arcataur Capital Management
Wisconsin
$244K -$12.2K -77 -4%
BBW
716
Blue Barn Wealth
Utah
$243K +$287K +1,804 New
PCIA
717
Prime Capital Investment Advisors
Kansas
$243K -$34.4K -216 -11%
USGIU
718
U.S. Global Investors (USGI)
Texas
$242K – – –
AIP
719
Almanack Investment Partners
Pennsylvania
$241K +$52.3K +329 +23%
NS
720
NBC Securities
Alabama
$240K +$85.1K +535 +43%
KWM
721
Keebeck Wealth Management
Illinois
$237K -$15.9K -100 -5%
RCG
722
Regatta Capital Group
California
$236K +$5.88K +37 +2%
IF
723
Intrua Financial
Texas
$236K +$279K +1,751 New
TBA
724
Tower Bridge Advisors
Pennsylvania
$236K -$1.18M -7,413 -81%
CFO
725
Callan Family Office
Pennsylvania
$234K -$149K -935 -35%
27 28
29
30 31