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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
926
Personal CFO Solutions
New Jersey
$301K +$273K +1,199 New
CCM
927
Carlson Capital Management
Minnesota
$295K +$456 +2 +0.2%
VCG
928
Vantage Consulting Group
Virginia
$294K -$9.12K -40 -3%
IIA
929
ICW Investment Advisors
Arizona
$294K -$228 -1 -0.1%
SA
930
Syntax Advisors
New York
$294K +$267K +1,172 New
CCG
931
Chatham Capital Group
Georgia
$292K -$28.5K -125 -10%
NFG
932
Next Financial Group
Texas
$292K +$2.96K +13 +1%
SXL
933
Summit X LLC
Missouri
$290K -$23K -101 -8%
MCM
934
Monarch Capital Management
Indiana
$290K – – –
OSAM
935
O'Shaughnessy Asset Management
Connecticut
$290K +$14.8K +65 +6%
SC
936
Searle & Co
Connecticut
$289K – – –
IAA
937
Independent Advisor Alliance
North Carolina
$287K -$15.3K -67 -6%
WWM
938
Western Wealth Management
Colorado
$287K +$260K +1,143 New
BWM
939
Buckley Wealth Management
Nevada
$286K +$31.4K +138 +14%
MIM
940
Moseley Investment Management
Florida
$284K -$22.3K -98 -8%
KCM
941
KRS Capital Management
Michigan
$283K +$257K +1,128 New
OWP
942
Obermeyer Wealth Partners
Colorado
$282K – – –
EN1L
943
Engine No 1 LLC
California
$282K +$256K +1,125 New
QPW
944
Quantum Private Wealth
Florida
$282K +$256K +1,125 New
3LCM
945
3D/L Capital Management
Connecticut
$281K +$684 +3 +0.3%
SCM
946
Shelton Capital Management
Colorado
$278K – – –
BIA
947
Barry Investment Advisors
Massachusetts
$277K -$1.14K -5 -0.5%
PCA
948
Personal Capital Advisors
California
$277K +$264K +1,157 New
GIBU
949
Gulf International Bank (UK)
United Kingdom
$274K -$68.4K -300 -22%
SFG
950
Socha Financial Group
New York
$274K +$248K +1,090 New
36 37
38
39 40