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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
TC
801
Truvestments Capital
Florida
$137K +$135K +636 New
TG
802
TLP Group
Illinois
$136K +$134K +632 New
ONST
803
Old North State Trust
North Carolina
$134K +$135K +637 New
TF
804
Tompkins Financial
New York
$133K – – –
SIM
805
Sonora Investment Management
Arizona
$132K – – –
WAM
806
Wealthspire Advisors (Maryland)
Maryland
$129K +$7.44K +35 +6%
STA
807
Summit Trail Advisors
New York
$120K +$113K +531 +2,124%
SFM
808
Signet Financial Management
New Jersey
$115K +$7.44K +35 +7%
VFA
809
Valeo Financial Advisors
Indiana
$114K +$29.6K +139 +32%
TSW
810
Thompson Siegel & Walmsley
Virginia
$113K -$28.1K -132 -20%
S
811
SignatureFD
Georgia
$110K -$137K -646 -56%
BBHC
812
Brown Brothers Harriman & Co
New York
$108K +$5.32K +25 +5%
BWL
813
Bogart Wealth LLC
Virginia
$105K +$7.44K +35 +8%
WOC
814
West Oak Capital
California
$102K – – –
GLI
815
Guardian Life Insurance
New York
$102K +$1.7K +8 +2%
CFGS
816
Concourse Financial Group Securities
Alabama
$102K +$101K +474 New
AF
817
Advisornet Financial
Minnesota
$101K +$13.6K +64 +16%
BAMCO Inc
818
BAMCO Inc
New York
$100K – – –
SLF
819
Sun Life Financial
Ontario, Canada
$99K +$850 +4 +0.9%
FCB
820
First Command Bank
Texas
$97K -$10.6K -50 -10%
FCFS
821
First Command Financial Services
Texas
$97K -$10.6K -50 -10%
AIM
822
Advantage Investment Management
Iowa
$95K – – –
BWA
823
Burt Wealth Advisors
Maryland
$95K – – –
BWP
824
Baldwin Wealth Partners
Massachusetts
$93K – – –
MWPCG
825
Measured Wealth Private Client Group
New Hampshire
$93K +$92.3K +434 New