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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
851
Institutional & Family Asset Management
Colorado
$115K +$26.1K +155 +31%
WAM
852
Wealthspire Advisors (Maryland)
Maryland
$113K -$10.4K -62 -9%
Bessemer Group
853
Bessemer Group
New Jersey
$113K +$90.8K +539 +490%
Acadian Asset Management
854
Acadian Asset Management
Massachusetts
$112K -$554K -3,290 -84%
SIM
855
Sonora Investment Management
Arizona
$110K – – –
SWM
856
SeaCrest Wealth Management
New York
$107K -$10.3K -61 -9%
FNBOSM
857
First National Bank of South Miami
Florida
$104K – – –
OIA
858
Optimum Investment Advisors
Illinois
$103K – – –
SMFS
859
Squar Milner Financial Services
California
$100K +$97K +576 New
DSC
860
Duncker Streett & Co
Missouri
$94K – – –
YWP
861
YorkBridge Wealth Partners
New York
$94K +$90.3K +536 New
PMFA
862
Plante Moran Financial Advisors
Michigan
$93K +$49.7K +295 +126%
TSW
863
Thompson Siegel & Walmsley
Virginia
$92K – – –
BBHC
864
Brown Brothers Harriman & Co
New York
$87K – – –
GLI
865
Guardian Life Insurance
New York
$83K – – –
ONST
866
Old North State Trust
North Carolina
$82K – – –
ST
867
Smithfield Trust
Pennsylvania
$78K +$2.19K +13 +3%
GWM
868
Geneos Wealth Management
Colorado
$77K +$33K +196 +79%
NCM
869
Nelson Capital Management
California
$75K -$4.2M -24,922 -98%
BWP
870
Baldwin Wealth Partners
Massachusetts
$75K – – –
RA
871
Rational Advisors
New York
$74K -$301K -1,789 -81%
PFGIA
872
Patriot Financial Group Insurance Agency
Massachusetts
$71K -$30.3K -180 -31%
CM
873
Caption Management
Oklahoma
$71K +$67.4K +400 New
TC
874
Truvestments Capital
Florida
$71K +$68.4K +406 New
RCAG
875
Rehmann Capital Advisory Group
Michigan
$70.8K -$51.5K -306 -43%