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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Shelton Wealth Management
Texas
$540K +$295K +1,240 +125%
PFS
802
Prospera Financial Services
Texas
$539K +$26.9K +113 +5%
FTDI
803
First Trust Direct Indexing
Massachusetts
$539K +$96.3K +405 +22%
PA
804
Profund Advisors
Maryland
$537K +$78.2K +329 +17%
PA
805
Procyon Advisors
Connecticut
$536K -$12.8K -54 -2%
TYCC
806
Texas Yale Capital Corp
Florida
$535K – – –
SWA
807
Stratos Wealth Advisors
Ohio
$533K +$18.3K +77 +4%
WA
808
WealthTrust Axiom
Pennsylvania
$532K – – –
LWM
809
Laidlaw Wealth Management
New York
$531K -$33.3K -140 -6%
CWS
810
Confluence Wealth Services
Pennsylvania
$531K +$14.3K +60 +3%
HI
811
Horizon Investments
North Carolina
$528K -$21.6K -91 -4%
JIC
812
Johnson Investment Counsel
Ohio
$523K -$87.5K -368 -15%
KIA
813
Knollwood Investment Advisory
Maryland
$522K +$513K +2,158 New
STA
814
Summit Trail Advisors
New York
$520K +$27.6K +116 +6%
BLC
815
Brown, Lisle/Cummings
Rhode Island
$519K – – –
ACM
816
Allred Capital Management
Texas
$518K +$713 +3 +0.1%
GRP
817
Global Retirement Partners
California
$516K +$12.4K +52 +3%
NIM
818
NEOS Investment Management
Connecticut
$514K +$149K +625 +42%
CAM
819
Cozad Asset Management
Illinois
$511K -$4.28K -18 -0.8%
CHA
820
Cooper/Haims Advisors
New York
$508K +$238 +1 +0%
LP
821
LMR Partners
United Kingdom
$508K +$500K +2,101 New
GT
822
Glenmede Trust
Pennsylvania
$507K -$25.4K -107 -5%
NF
823
Nvest Financial
New Hampshire
$504K -$14.3K -60 -3%
DL
824
DOHJ LLC
Washington
$503K +$495K +2,080 New
RPCONE
825
Retirement Planning Company of New England
Rhode Island
$501K +$53K +223 +12%
31 32
33
34 35