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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
926
First Trust Direct Indexing
Massachusetts
$270K +$12.2K +50 +5%
BBHC
927
Brown Brothers Harriman & Co
New York
$268K -$44.3K -182 -14%
CWM
928
CCG Wealth Management
California
$268K – – –
SC
929
Searle & Co
Connecticut
$268K – – –
GIBU
930
Gulf International Bank (UK)
United Kingdom
$266K – – –
SIM
931
Sentry Investment Management
Wisconsin
$264K -$53.8K -221 -16%
9WM
932
9258 Wealth Management
Ohio
$264K -$26K -107 -9%
5L
933
55I LLC
Massachusetts
$264K +$276K +1,133 New
WTC
934
WhitTier Trust Company
Nevada
$259K -$12.2K -50 -4%
QPWM
935
Quadrant Private Wealth Management
Pennsylvania
$259K +$22.4K +92 +9%
SCM
936
Shelton Capital Management
Colorado
$258K – – –
BIA
937
Barry Investment Advisors
Massachusetts
$258K +$243 +1 +0.1%
MAM
938
McLean Asset Management
Virginia
$257K +$974 +4 +0.4%
SFG
939
Socha Financial Group
New York
$256K +$974 +4 +0.4%
KCM
940
KRS Capital Management
Michigan
$251K -$11.9K -49 -4%
CAGAS
941
Capital Advisory Group Advisory Services
Minnesota
$251K – – –
OWP
942
Obermeyer Wealth Partners
Colorado
$251K – – –
SA
943
Syntax Advisors
New York
$249K -$19K -78 -7%
VCG
944
Vantage Consulting Group
Virginia
$249K -$19K -78 -7%
AF
945
Allworth Financial
California
$249K +$5.6K +23 +2%
SP
946
Successful Portfolios
Florida
$247K -$487 -2 -0.2%
SWM
947
Shelton Wealth Management
Texas
$247K +$243 +1 +0.1%
BAMF
948
BI Asset Management Fondsmaeglerselskab
Denmark
$245K +$256K +1,053 New
DLG
949
Daniel L. Goodwin
$244K +$7.3K +30 +3%
CRWM
950
Castle Rock Wealth Management
California
$242K +$36.8K +151 +18%
36 37
38
39 40