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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
926
Fox Run Management
Connecticut
$247K +$31.8K +141 +15%
LSAG
927
Lake Street Advisors Group
New Hampshire
$242K +$10.6K +47 +5%
SIM
928
Sonora Investment Management
Arizona
$241K -$14.6K -65 -6%
SC
929
Searle & Co
Connecticut
$239K – – –
FWM
930
Frontier Wealth Management
Missouri
$239K +$236K +1,046 New
CCM
931
Coldstream Capital Management
Washington
$237K +$11.5K +51 +5%
WG
932
Welch Group
Alabama
$237K +$235K +1,041 New
KC
933
Knuff & Co
California
$236K -$39.4K -175 -14%
TFS
934
TrustCore Financial Services
Tennessee
$236K +$75.5K +335 +48%
PVH
935
Psagot Value Holdings
Israel
$235K -$7.44K -33 -3%
WAOI
936
Wealth Advisors of Iowa
Iowa
$235K – – –
HCM
937
Hillman Capital Management
Maryland
$234K -$9.92K -44 -4%
NP
938
NorthRock Partners
Minnesota
$234K +$14.4K +64 +7%
AI
939
AdvisorShares Investments
Maryland
$234K +$21.4K +95 +10%
OSAM
940
O'Shaughnessy Asset Management
Connecticut
$234K +$36.1K +160 +18%
9WM
941
9258 Wealth Management
Ohio
$234K +$232K +1,028 New
HPC
942
Hobart Private Capital
North Carolina
$233K – – –
CAGAS
943
Capital Advisory Group Advisory Services
Minnesota
$232K +$6.76K +30 +3%
FF
944
FourThought Financial
Florida
$230K -$11.9K -53 -5%
FMW
945
Farr Miller & Washington
District of Columbia
$230K +$451 +2 +0.2%
DLG
946
Daniel L. Goodwin
$229K – – –
FAM
947
Formidable Asset Management
Ohio
$229K – – –
GAB
948
German American Bancorp
Indiana
$229K +$1.13K +5 +0.5%
W
949
WealthStone
Ohio
$229K +$9.24K +41 +4%
BWA
950
Beam Wealth Advisors
Louisiana
$228K -$22.5K -100 -9%
36 37
38
39 40