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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
801
Collective Family Office
Pennsylvania
$496K – – –
SS
802
Simplicity Solutions
Minnesota
$494K +$449K +1,972 New
PMG
803
ProVise Management Group
Florida
$493K -$74.3K -326 -14%
TYCC
804
Texas Yale Capital Corp
Florida
$490K – – –
NDSI
805
Newman Dignan & Sheerar Inc
Rhode Island
$488K -$12.3K -54 -3%
SIG
806
Spinnaker Investment Group
California
$486K +$456K +2,001 New
SLAM
807
Swiss Life Asset Management
$483K – – –
LSPW
808
Lake Street Private Wealth
Illinois
$483K +$51.3K +225 +13%
WCA
809
Westover Capital Advisors
Delaware
$483K +$438K +1,923 New
IFG
810
Independent Financial Group
California
$483K +$9.57K +42 +2%
RPCONE
811
Retirement Planning Company of New England
Rhode Island
$482K +$438K +1,922 New
RFN
812
RDA Financial Network
Iowa
$481K +$6.38K +28 +1%
CB
813
CNB Bank
Pennsylvania
$480K +$54.2K +238 +14%
GW
814
GW & Wade
Massachusetts
$478K +$161K +705 +59%
CQS
815
Credential Qtrade Securities
$477K +$176K +772 +68%
MFA
816
Mayflower Financial Advisors
Massachusetts
$475K -$5.01K -22 -1%
TIA
817
Tiemann Investment Advisors
California
$475K +$228 +1 +0.1%
IC
818
IEQ Capital
California
$472K -$49.5K -217 -10%
ARC
819
Advisor Resource Council
Texas
$472K +$429K +1,881 New
GHAM
820
Gilman Hill Asset Management
Connecticut
$471K -$147K -645 -26%
MA
821
MONECO Advisors
Connecticut
$471K -$35.3K -155 -7%
MWM
822
Meridian Wealth Management
Kentucky
$470K +$11.4K +50 +3%
LP
823
LMR Partners
United Kingdom
$467K +$424K +1,861 New
EGA
824
E&G Advisors
Texas
$464K – – –
HIA
825
Harbor Investment Advisory
Maryland
$459K -$119K -523 -22%
31 32
33
34 35