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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
826
Retirement Planning Company of New England
Rhode Island
$465K -$144K -550 -23%
WA
827
Wealth Advisors
California
$465K – – –
IFG
828
Independent Financial Group
California
$464K -$261 -1 -0.1%
IF
829
IRON Financial
Illinois
$463K +$481K +1,842 New
EH
830
Equitable Holdings
New York
$462K +$131K +500 +37%
CFMC
831
Curbstone Financial Management Corp
New Hampshire
$461K – – –
FTDI
832
First Trust Direct Indexing
Massachusetts
$459K +$25.3K +97 +6%
LSPW
833
Lake Street Private Wealth
Illinois
$458K +$3.39K +13 +0.7%
BCP
834
Berkeley Capital Partners
Georgia
$457K +$18.5K +71 +4%
FAIM
835
Financial Advocates Investment Management
Washington
$456K +$522 +2 +0.1%
UBV
836
United Bank (Virginia)
Virginia
$452K – – –
TWP
837
Tempus Wealth Planning
California
$451K -$6K -23 -1%
NDSI
838
Newman Dignan & Sheerar Inc
Rhode Island
$450K -$108K -412 -19%
MA
839
MONECO Advisors
Connecticut
$449K +$8.09K +31 +2%
BI
840
Ballast Inc
Kentucky
$448K -$816K -3,126 -64%
GWSG
841
GPS Wealth Strategies Group
Colorado
$447K – – –
EI
842
Ellevest Inc
New York
$445K +$31.6K +121 +7%
LC
843
Lavaca Capital
Texas
$445K – – –
FTWA
844
Fifth Third Wealth Advisors
Ohio
$444K +$461K +1,765 New
BHCM
845
Brevan Howard Capital Management
Jersey
$443K +$461K +1,764 New
MIS
846
Morningstar Investment Services
Illinois
$441K +$8.88K +34 +2%
CCA
847
Checchi Capital Advisers
California
$440K -$11K -42 -2%
JWCA
848
J.W. Cole Advisors
Florida
$440K +$64K +245 +16%
MWM
849
Meridian Wealth Management
Kentucky
$439K -$11.7K -45 -3%
JIP
850
Jaffetilchin Investment Partners
Florida
$437K -$9.66K -37 -2%
32 33
34
35 36