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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
851
Versant Capital Management
Arizona
$195K +$197K +1,098 +1,066%
BTI
852
Blue Trust Inc
Georgia
$194K +$43.6K +243 +26%
TIA
853
Tiemann Investment Advisors
California
$193K -$10.8K -60 -5%
AC
854
AlphaCore Capital
California
$185K -$44.3K -247 -18%
HI
855
Harbour Investments
Wisconsin
$181K -$82.2K -458 -29%
HIA
856
Harbor Investment Advisory
Maryland
$178K +$56.9K +317 +41%
SIS
857
Strategic Investment Solutions
Illinois
$171K -$1.79K -10 -0.9%
CSP
858
Cary Street Partners
Virginia
$167K +$75.7K +422 +70%
TPCW
859
TD Private Client Wealth
New York
$166K -$434K -2,419 -70%
CCG
860
Ceeto Capital Group
Florida
$163K – – –
CAM
861
Clio Asset Management
Virginia
$163K – – –
GWM
862
Geneos Wealth Management
Colorado
$161K +$32.1K +179 +22%
AF
863
Advisornet Financial
Minnesota
$159K +$29.4K +164 +20%
SAM
864
Smartleaf Asset Management
Massachusetts
$157K +$23K +128 +15%
CT
865
Clearstead Trust
Maine
$153K -$16K -89 -9%
NSIM
866
North Star Investment Management
Illinois
$150K +$179 +1 +0.1%
CFD
867
Creative Financial Designs
Indiana
$148K +$3.23K +18 +2%
ETS
868
ESL Trust Services
New York
$146K – – –
SWM
869
Spire Wealth Management
Virginia
$145K -$41.6K -232 -21%
OWP
870
ORG Wealth Partners
Texas
$144K +$51.5K +287 +50%
MWA
871
Medallion Wealth Advisors
Connecticut
$141K +$1.08K +6 +0.7%
RA
872
Rise Advisors
New York
$140K -$8.97K -50 -5%
HBT
873
Hills Bank & Trust
Iowa
$139K – – –
HIIFS
874
Harel Insurance Investments & Financial Services
Israel
$138K +$152K +850 New
KFI
875
Key Financial Inc
Pennsylvania
$137K -$538 -3 -0.4%
33 34
35
36 37