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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
751
U.S. Global Investors (USGI)
Texas
$293K – – –
FFM
752
Forum Financial Management
Illinois
$289K +$41.6K +232 +15%
AC
753
Avestar Capital
New York
$287K +$317K +1,766 New
LB
754
Legacy Bridge
Iowa
$286K – – –
SJL
755
Shayne & Jacobs LLC
Tennessee
$281K – – –
IAMOG
756
Investors Asset Management of Georgia
Georgia
$281K -$52K -290 -14%
PI
757
PFG Investments
New York
$280K -$98.5K -549 -24%
CRIG
758
Charter Research & Investment Group
Connecticut
$280K -$56.5K -315 -15%
TCA
759
Transcend Capital Advisors
New Jersey
$279K -$112K -622 -27%
RCG
760
Regatta Capital Group
California
$279K +$1.97K +11 +0.6%
Koshinski Asset Management
761
Koshinski Asset Management
Illinois
$279K -$26.5K -148 -8%
EWA
762
Exencial Wealth Advisors
Oklahoma
$276K -$20.6K -115 -6%
LWCFA
763
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K – – –
MFG
764
MidWestOne Financial Group
Iowa
$275K -$2.75M -15,309 -90%
DAS
765
Diversify Advisory Services
Utah
$275K +$290K +1,619 New
VSQM
766
V-Square Quantitative Management
Illinois
$274K +$11.1K +62 +4%
SPC
767
Sigma Planning Corp
Michigan
$270K -$50.4K -281 -14%
NAS
768
NWF Advisory Services
California
$270K +$297K +1,658 New
MA
769
MONECO Advisors
Connecticut
$268K +$1.79K +10 +0.6%
AAM
770
Advisors Asset Management
Colorado
$268K -$238K -1,326 -45%
VWA
771
Visionary Wealth Advisors
Illinois
$267K +$52.7K +294 +22%
CIA
772
Concurrent Investment Advisors
Florida
$267K -$68.3K -381 -19%
Bessemer Group
773
Bessemer Group
New Jersey
$266K -$108K -601 -27%
LFA
774
Legacy Financial Advisors
Kentucky
$266K +$293K +1,634 New
KTC
775
Kentucky Trust Company
Kentucky
$265K +$40.4K +225 +16%