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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
901
Keel Point
Alabama
$207K +$205K +1,127 New
SWM
902
Spire Wealth Management
Virginia
$207K -$291K -1,601 -59%
GHA
903
Granite Harbor Advisors
Texas
$206K +$25.1K +138 +14%
WAOI
904
Wealth Advisors of Iowa
Iowa
$206K – – –
LCM
905
Logan Capital Management
Pennsylvania
$205K – – –
RIG
906
RiverFront Investment Group
Virginia
$205K +$203K +1,116 New
MWM
907
Meritas Wealth Management
California
$205K – – –
IAS
908
Insigneo Advisory Services
Florida
$203K +$201K +1,109 New
ST
909
Spinnaker Trust
Maine
$202K – – –
CC
910
Courier Capital
New York
$201K +$199K +1,094 New
SIS
911
Strategic Investment Solutions
Illinois
$195K -$9.99K -55 -5%
CT
912
Clearstead Trust
Maine
$189K -$2.54K -14 -1%
CCG
913
Ceeto Capital Group
Florida
$184K – – –
CAM
914
Clio Asset Management
Virginia
$184K -$182K -1,000 -50%
CSPIA
915
Cary Street Partners Investment Advisory
Virginia
$179K -$118K -650 -40%
GSWM
916
Golden State Wealth Management
California
$177K +$6.18K +34 +4%
BTI
917
Blue Trust Inc
Georgia
$174K -$13.1K -72 -7%
WBC
918
Westpac Banking Corp
Australia
$171K -$71.6K -394 -30%
NSIM
919
North Star Investment Management
Illinois
$169K -$60K -330 -26%
RA
920
Rise Advisors
New York
$167K +$908 +5 +0.6%
TSMHT
921
Thurston Springer Miller Herd & Titak
Indiana
$166K +$58.5K +322 +55%
ETS
922
ESL Trust Services
New York
$165K – – –
CFD
923
Creative Financial Designs
Indiana
$163K +$14.4K +79 +10%
MWA
924
Medallion Wealth Advisors
Connecticut
$158K +$5.81K +32 +4%
HBT
925
Hills Bank & Trust
Iowa
$157K -$13.6K -75 -8%
35 36
37
38 39