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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
951
1 North Wealth Services
Maryland
$6.9K – – –
DJSG
952
D.J. St. Germain
Massachusetts
$6.9K – – –
S
953
Sachetta
Massachusetts
$6.62K +$3.57K +26 +118%
FAMI
954
Fideuram Asset Management (Ireland)
$6.47K +$5.08K +37 New
CFFP
955
Center for Financial Planning
Michigan
$6.21K – – –
NRG
956
Nemes Rush Group
Michigan
$5.79K +$274 +2 +5%
BW
957
Basepoint Wealth
Iowa
$5.68K +$5.63K +41 New
CT
958
Caldwell Trust
Florida
$5.52K – – –
RFS
959
Richardson Financial Services
Massachusetts
$5.52K – – –
ACM
960
Anfield Capital Management
California
$5.38K – – –
PSFG
961
Park Square Financial Group
Georgia
$5.3K +$3.29K +24 New
MWM
962
Mascoma Wealth Management
New Hampshire
$5.24K – – –
ME
963
McIlrath & Eck
Washington
$5.24K +$3.84K +28 +280%
MMCM
964
Murphy & Mullick Capital Management
New York
$5.11K – – –
PB
965
Prosperity Bancshares
Texas
$5.11K +$5.08K +37 New
AW
966
Avion Wealth
Texas
$5K +$3.29K +24 +185%
DFA
967
DHJJ Financial Advisors
Illinois
$4.97K -$17.8K -130 -78%
EWP
968
Elevation Wealth Partners
California
$4.83K +$1.24K +9 +35%
CFM
969
Cornerstone Financial Management
Massachusetts
$4.83K +$4.8K +35 New
RWM
970
Raffa Wealth Management
District of Columbia
$4.55K – – –
BIA
971
Bell Investment Advisors
California
$4.42K -$6.45K -47 -59%
FFO
972
Fortitude Family Office
Arizona
$4.42K -$2.74K -20 -38%
HHMI
973
Howard Hughes Medical Institute
Maryland
$4.28K – – –
KBFS
974
Kohmann Bosshard Financial Services
Ohio
$4.14K +$4.12K +30 New
SWM
975
SHP Wealth Management
Massachusetts
$4.14K +$4.12K +30 New
37 38
39
40 41