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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
901
Asset Dedication LLC
California
$8K – – –
FPS
902
Fieldpoint Private Securities
Connecticut
$8K – – –
IF
903
Ironwood Financial
Arizona
$8K – – –
LWA
904
Lenox Wealth Advisors
New York
$8K – – –
PB
905
Pinnacle Bancorp
Nebraska
$8K +$9.34K +47 New
SWA
906
Sutton Wealth Advisors
Florida
$7.4K +$1.19K +6 +15%
VCM
907
Versant Capital Management
Arizona
$7K -$1.39K -7 -13%
POIA
908
Pin Oak Investment Advisors
Texas
$7K +$1.59K +8 +21%
CIA
909
CSat Investment Advisory
Michigan
$7K +$3.78K +19 +70%
FCA
910
FinTrust Capital Advisors
South Carolina
$7K +$7.75K +39 New
TFO
911
Tarbox Family Office
California
$6K -$17.1K -86 -69%
KL
912
KWMG LLC
Kansas
$6K -$2.98K -15 -29%
APSP
913
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K – – –
BBA
914
Braun-Bostich & Associates
Pennsylvania
$6K – – –
MWM
915
Mascoma Wealth Management
New Hampshire
$6K – – –
JFA
916
JNBA Financial Advisors
Minnesota
$6K +$7.35K +37 New
THWM
917
Taylor Hoffman Wealth Management
Virginia
$5K – – –
CFA
918
Clarfeld Financial Advisors
New York
$5K +$5.96K +30 New
EWM
919
Executive Wealth Management
Michigan
$5K +$6.16K +31 New
UB
920
UMB Bank
Missouri
$4.3K +$19.7K +99 +0.4%
NL
921
NVWM LLC
Pennsylvania
$4K -$25.8K -130 -83%
TWA
922
TCI Wealth Advisors
Arizona
$4K -$8.15K -41 -63%
NWM
923
Northwest Wealth Management
Iowa
$4K – – –
LFA
924
Legacy Financial Advisors
Kentucky
$4K +$4.77K +24 New
GAM
925
Gemmer Asset Management
California
$3K -$11.7K -59 -75%
35 36
37
38 39