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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
926
Searle & Co
Connecticut
$265K – – –
CWM
927
CCG Wealth Management
California
$265K +$72.3K +313 +37%
SA
928
Syntax Advisors
New York
$264K -$5.54K -24 -2%
VCG
929
Vantage Consulting Group
Virginia
$264K -$5.54K -24 -2%
GIA
930
Gladstone Institutional Advisory
Florida
$263K +$18.7K +81 +8%
VWA
931
V Wealth Advisors
Kansas
$260K -$37.4K -162 -13%
KCM
932
KRS Capital Management
Michigan
$259K – – –
3LCM
933
3D/L Capital Management
Connecticut
$258K +$693 +3 +0.3%
E
934
Ergoteles
New York
$257K +$258K +1,116 New
FAG
935
Fortitude Advisory Group
Washington
$256K -$102K -442 -28%
SCM
936
Shelton Capital Management
Colorado
$255K – – –
BIA
937
Barry Investment Advisors
Massachusetts
$255K +$693 +3 +0.3%
AWM
938
Accurate Wealth Management
Florida
$255K +$220K +952 +618%
QT
939
Quantamental Technologies
New York
$255K +$255K +1,106 New
FTDI
940
First Trust Direct Indexing
Massachusetts
$255K +$256K +1,107 New
PF
941
Phoenix Financial
Israel
$254K +$20.8K +90 +9%
SFG
942
Socha Financial Group
New York
$252K +$924 +4 +0.4%
CCG
943
Chatham Capital Group
Georgia
$251K -$17.3K -75 -6%
GIBU
944
Gulf International Bank (UK)
United Kingdom
$251K – – –
PWM
945
Purus Wealth Management
California
$249K +$49.4K +214 +25%
OWP
946
Obermeyer Wealth Partners
Colorado
$248K -$11.3K -49 -4%
S
947
SignatureFD
Georgia
$246K -$36.5K -158 -13%
MAM
948
McLean Asset Management
Virginia
$246K +$6.7K +29 +3%
SWM
949
Shelton Wealth Management
Texas
$244K +$462 +2 +0.2%
WJWM
950
Williams Jones Wealth Management
New York
$244K +$42.7K +185 +21%
36 37
38
39 40