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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
801
Segall Bryant & Hamill
Illinois
$501K -$4.1K -18 -0.9%
IWM
802
IHT Wealth Management
Illinois
$501K +$12.1K +53 +3%
CMI
803
Clare Market Investments
Texas
$500K +$912 +4 +0.2%
YIH
804
Y-Intercept (HK)
Hong Kong
$498K +$452K +1,984 New
BFA
805
Beaumont Financial Advisors
Massachusetts
$497K – – –
CFO
806
Collective Family Office
Pennsylvania
$496K – – –
SS
807
Simplicity Solutions
Minnesota
$494K +$449K +1,972 New
PMG
808
ProVise Management Group
Florida
$493K -$74.3K -326 -14%
TYCC
809
Texas Yale Capital Corp
Florida
$490K – – –
NDSI
810
Newman Dignan & Sheerar Inc
Rhode Island
$488K -$12.3K -54 -3%
SIG
811
Spinnaker Investment Group
California
$486K +$456K +2,001 New
SLAM
812
Swiss Life Asset Management
$483K – – –
LSPW
813
Lake Street Private Wealth
Illinois
$483K +$51.3K +225 +13%
WCA
814
Westover Capital Advisors
Delaware
$483K +$438K +1,923 New
IFG
815
Independent Financial Group
California
$483K +$9.57K +42 +2%
RPCONE
816
Retirement Planning Company of New England
Rhode Island
$482K +$438K +1,922 New
RFN
817
RDA Financial Network
Iowa
$481K +$6.38K +28 +1%
CB
818
CNB Bank
Pennsylvania
$480K +$54.2K +238 +14%
GW
819
GW & Wade
Massachusetts
$478K +$161K +705 +59%
CQS
820
Credential Qtrade Securities
$477K +$176K +772 +68%
MFA
821
Mayflower Financial Advisors
Massachusetts
$475K -$5.01K -22 -1%
TIA
822
Tiemann Investment Advisors
California
$475K +$228 +1 +0.1%
IC
823
IEQ Capital
California
$472K -$49.5K -217 -10%
ARC
824
Advisor Resource Council
Texas
$472K +$429K +1,881 New
GHAM
825
Gilman Hill Asset Management
Connecticut
$471K -$147K -645 -26%
31 32
33
34 35