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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
951
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$101K -554 -79%
RIM
952
Rockbridge Investment Management
New York
$27K – – –
JFA
953
JNBA Financial Advisors
Minnesota
$27K +$4.56K +25 +21%
PFBT
954
Parkside Financial Bank & Trust
Missouri
$27K +$5.29K +29 +26%
EP
955
Eudaimonia Partners
Tennessee
$27K +$26.4K +145 New
CB
956
CNB Bank
Pennsylvania
$26K -$3.83K -21 -13%
CCM
957
Cribstone Capital Management
Maine
$26K – – –
OAJ
958
Ogorek Anthony Joseph
New York
$26K +$10K +55 +66%
EI
959
Ellevest Inc
New York
$25K -$5.29K -29 -18%
CCA
960
Column Capital Advisors
Indiana
$25K -$3.65K -20 -13%
PO
961
Private Ocean
California
$24K – – –
AWA
962
Arkadios Wealth Advisors
Georgia
$24K -$365 -2 -1%
WPA
963
West Paces Advisors
Georgia
$22.6K – – –
CSPIA
964
Cary Street Partners Investment Advisory
Virginia
$21K +$19.9K +109 New
GI
965
Gradient Investments
Minnesota
$20K -$22.8K -125 -54%
MWP
966
Meridian Wealth Partners
Pennsylvania
$20K +$19.7K +108 New
CMA
967
Cedar Mountain Advisors
Oregon
$19K – – –
EWM
968
Endurance Wealth Management
Rhode Island
$19K – – –
HDIM
969
Hanson & Doremus Investment Management
Vermont
$19K – – –
SJIM
970
St. Johns Investment Management
Florida
$19K – – –
FCA
971
FinTrust Capital Advisors
South Carolina
$19K +$182 +1 +1%
SLF
972
Sun Life Financial
Ontario, Canada
$19K +$182 +1 +1%
LC
973
Lindbrook Capital
California
$18K +$182 +1 +1%
RWA
974
Ropes Wealth Advisors
Massachusetts
$17K -$1.46K -8 -8%
TFO
975
Tarbox Family Office
California
$16K – – –
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