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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
751
Arnhold LLC
New York
$561K – – –
MAFM
752
Mid Atlantic Financial Management
Pennsylvania
$551K +$3.99K +17 +0.7%
AIP
753
Ameritas Investment Partners
Nebraska
$550K – – –
TWP
754
Tempus Wealth Planning
California
$548K +$62.7K +267 +13%
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$545K -$5.63K -24 -1%
AAM
756
Aureus Asset Management
Massachusetts
$544K – – –
PNC
757
Park National Corp
Ohio
$543K -$50.9K -217 -9%
HAG
758
HighPoint Advisor Group
Illinois
$542K +$29.3K +125 +6%
BFO
759
Boston Family Office
Massachusetts
$540K +$7.75K +33 +1%
WCM
760
Washington Capital Management
Washington
$538K -$117K -500 -18%
PMG
761
ProVise Management Group
Florida
$537K -$7.28K -31 -1%
HC
762
HNP Capital
New York
$537K – – –
VRM
763
Vectors Research Management
New York
$537K +$199K +846 +58%
CIM
764
CIM Investment Management
Pennsylvania
$534K -$544K -2,317 -50%
CFO
765
Collective Family Office
Pennsylvania
$532K +$47K +200 +10%
LIG
766
Lokken Investment Group
Delaware
$530K – – –
SP
767
Symmetry Partners
Connecticut
$526K – – –
MFW
768
Meristem Family Wealth
Minnesota
$526K +$528K +2,250 New
WA
769
WBH Advisory
Maryland
$522K -$40.1K -171 -7%
LSPW
770
Lake Street Private Wealth
Illinois
$519K +$48.6K +207 +10%
LNC
771
Lincoln National Corp
Pennsylvania
$518K +$34.5K +147 +7%
PAS
772
Park Avenue Securities
New York
$515K -$304K -1,297 -37%
CS
773
Comerica Securities
Michigan
$515K +$31.7K +135 +7%
SIAG
774
Signet Investment Advisory Group
Rhode Island
$515K +$199K +848 +63%
BTW
775
Boston Trust Walden
Massachusetts
$515K +$516K +2,200 New
29 30
31
32 33