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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
726
Tempus Wealth Planning
California
$335K -$40.3K -242 -11%
VVP
727
Venture Visionary Partners
Ohio
$335K +$320K +1,919 New
TIA
728
Tiemann Investment Advisors
California
$334K -$4K -24 -1%
NL
729
NWAM LLC
Washington
$333K -$39.8K -239 -11%
WRM
730
Weybosset Research & Management
Rhode Island
$330K +$541K +3,250 New
BFO
731
Boston Family Office
Massachusetts
$329K +$30.6K +184 +11%
BF
732
BOK Financial
Oklahoma
$323K -$176K -1,055 -36%
BHB
733
Bank Hapoalim BM
Israel
$321K +$1.67K +10 +0.5%
PA
734
Procyon Advisors
Connecticut
$320K +$18.3K +110 +6%
RJT
735
Raymond James Trust
Florida
$320K +$30.5K +183 +11%
MFG
736
MidWestOne Financial Group
Iowa
$318K -$1.11M -6,686 -79%
RFC
737
Regions Financial Corp
Alabama
$317K -$29.6K -178 -9%
EI
738
Ethic Inc
New York
$311K +$22.5K +135 +8%
FFN
739
Focus Financial Network
Minnesota
$311K +$10.2K +61 +4%
PWAP
740
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$310K -$40.8K -245 -12%
PIMG
741
Patriot Investment Management Group
Tennessee
$310K +$35.8K +215 +14%
SAM
742
Shell Asset Management
Netherlands
$306K -$685K -4,115 -70%
GAM
743
Gould Asset Management
California
$306K +$45.3K +272 New
CI
744
Conning Inc
Connecticut
$304K -$666 -4 -0.2%
CAM
745
Cresset Asset Management
Illinois
$303K +$289K +1,734 New
PFM
746
Probabilities Fund Management
New York
$302K – – –
NFG
747
Next Financial Group
Texas
$302K +$80K +480 +39%
LS
748
Livforsakringsbolaget Skandia
Sweden
$301K – – –
UCFA
749
United Capital Financial Advisors
Texas
$299K -$28.8K -173 -9%
ACA
750
Atlas Capital Advisors
Wyoming
$299K -$8K -48 -3%
28 29
30
31 32