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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
926
Cladis Investment Advisory
Montana
$277K -$292K -1,200 -50%
GCM
927
Graham Capital Management
Connecticut
$276K +$289K +1,187 New
SIA
928
Strategic Investment Advisors
Michigan
$275K +$287K +1,180 New
MCM
929
Murphy Capital Management
New Jersey
$272K -$34.1K -140 -11%
MCM
930
Monarch Capital Management
Indiana
$270K – – –
FTDI
931
First Trust Direct Indexing
Massachusetts
$270K +$12.2K +50 +5%
BBHC
932
Brown Brothers Harriman & Co
New York
$268K -$44.3K -182 -14%
CWM
933
CCG Wealth Management
California
$268K – – –
SC
934
Searle & Co
Connecticut
$268K – – –
GIBU
935
Gulf International Bank (UK)
United Kingdom
$266K – – –
SIM
936
Sentry Investment Management
Wisconsin
$264K -$53.8K -221 -16%
9WM
937
9258 Wealth Management
Ohio
$264K -$26K -107 -9%
5L
938
55I LLC
Massachusetts
$264K +$276K +1,133 New
WTC
939
WhitTier Trust Company
Nevada
$259K -$12.2K -50 -4%
QPWM
940
Quadrant Private Wealth Management
Pennsylvania
$259K +$22.4K +92 +9%
SCM
941
Shelton Capital Management
Colorado
$258K – – –
BIA
942
Barry Investment Advisors
Massachusetts
$258K +$243 +1 +0.1%
MAM
943
McLean Asset Management
Virginia
$257K +$974 +4 +0.4%
SFG
944
Socha Financial Group
New York
$256K +$974 +4 +0.4%
KCM
945
KRS Capital Management
Michigan
$251K -$11.9K -49 -4%
CAGAS
946
Capital Advisory Group Advisory Services
Minnesota
$251K – – –
OWP
947
Obermeyer Wealth Partners
Colorado
$251K – – –
SA
948
Syntax Advisors
New York
$249K -$19K -78 -7%
VCG
949
Vantage Consulting Group
Virginia
$249K -$19K -78 -7%
AF
950
Allworth Financial
California
$249K +$5.6K +23 +2%
36 37
38
39 40