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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
826
Lido Advisors
California
$206K -$99.9K -593 -34%
AC
827
Abbrea Capital
California
$206K +$198K +1,173 New
EWM
828
Evercore Wealth Management
New York
$206K +$198K +1,175 New
SQA
829
Simon Quick Advisors
New Jersey
$204K +$34.4K +204 +21%
SP
830
Successful Portfolios
Florida
$201K +$193K +1,147 New
HCM
831
Hall Capital Management
Rhode Island
$201K +$193K +1,148 New
QAM
832
QCI Asset Management
New York
$194K -$33.7K -200 -15%
PWMG
833
Prestige Wealth Management Group
New Jersey
$184K +$21.4K +127 +14%
OIA
834
OneDigital Investment Advisors
Kansas
$183K +$674 +4 +0.4%
CAPTRUST Financial Advisors
835
CAPTRUST Financial Advisors
North Carolina
$171K +$7.92K +47 +5%
FDCDDQ
836
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168K +$15.3K +91 +10%
BUB
837
BBVA USA Bancshares
Texas
$160K +$154K +915 New
ZB
838
Zions Bancorporation
Utah
$155K -$99K -588 -40%
WG
839
Welch Group
Alabama
$151K
AF
840
Allworth Financial
California
$151K +$4.72K +28 +3%
TFS
841
TrustCore Financial Services
Tennessee
$143K +$8.59K +51 +7%
AF
842
Advisornet Financial
Minnesota
$134K +$47.2K +280 +58%
BAMCO Inc
843
BAMCO Inc
New York
$127K +$37.4K +222 +44%
BAM
844
Bruderman Asset Management
New York
$123K +$118K +700 New
S
845
SignatureFD
Georgia
$121K +$3.03K +18 +3%
BBNA
846
Bremer Bank National Association
Minnesota
$117K +$92.6K +550 New
TF
847
Tompkins Financial
New York
$116K
FHA
848
First Horizon Advisors
Tennessee
$116K +$70.6K +419 +166%
IFAM
849
Institutional & Family Asset Management
Colorado
$115K +$26.1K +155 +31%
WAM
850
Wealthspire Advisors (Maryland)
Maryland
$113K -$10.4K -62 -9%