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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
901
Prestige Wealth Management Group
New Jersey
$378K -$1.9K -8 -0.5%
FHA
902
Flagship Harbor Advisors
Massachusetts
$374K -$9.99K -42 -3%
CRC
903
Curi RMB Capital
Illinois
$373K +$46.1K +194 +14%
ST
904
Spinnaker Trust
Maine
$373K -$17.8K -75 -5%
XF
905
XML Financial
Maryland
$372K -$2.38K -10 -0.6%
RFO
906
RiverGlades Family Offices
Florida
$371K – – –
DFG
907
Delta Financial Group
New Jersey
$369K +$24K +101 +7%
CIA
908
Cladis Investment Advisory
Montana
$366K +$9.51K +40 +3%
SCA
909
Sandy Cove Advisors
Massachusetts
$365K +$1.43K +6 +0.4%
DGAM
910
Desjardins Global Asset Management
Quebec, Canada
$364K +$4.76K +20 +1%
NF
911
Nikulski Financial
Iowa
$363K – – –
BFG
912
Berger Financial Group
Minnesota
$362K -$15K -63 -4%
UM
913
UniSuper Management
Australia
$359K +$67.3K +283 +24%
ACS
914
Archford Capital Strategies
Illinois
$357K -$22.4K -94 -6%
VWA
915
Visionary Wealth Advisors
Illinois
$355K -$2.62K -11 -0.7%
IBOK
916
Independence Bank of Kentucky
Kentucky
$354K +$246K +1,036 +241%
VAS
917
Vestmark Advisory Solutions
Massachusetts
$353K +$347K +1,459 New
SOAMC
918
Spirit of America Management Corp
New York
$338K – – –
AFP
919
Ausdal Financial Partners
Iowa
$338K +$3.81K +16 +1%
OFG
920
Oxford Financial Group
Indiana
$334K +$7.13K +30 +2%
SIA
921
Strategic Investment Advisors
Michigan
$334K -$163K -687 -33%
SBIA
922
Sheaff Brock Investment Advisors
Indiana
$332K – – –
CT
923
Chicago Trust
Illinois
$330K -$951 -4 -0.3%
MFP
924
Meridian Financial Partners
Virginia
$330K -$369K -1,553 -54%
HT
925
Headlands Technologies
Illinois
$330K +$324K +1,364 New
35 36
37
38 39