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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
976
Strategic Financial Services
New York
$308K +$308K +1,196 New
SWM
977
Silverlake Wealth Management
Vermont
$301K -$20.6K -80 -6%
BW
978
Bison Wealth
Georgia
$300K – – –
AWM
979
Accurate Wealth Management
Florida
$297K -$11.1K -43 -3%
EWS
980
Evergreen Wealth Solutions
Pennsylvania
$297K -$907K -3,526 -75%
WWM
981
Western Wealth Management
Colorado
$295K +$257 +1 +0.1%
EGA
982
E&G Advisors
Texas
$295K – – –
SIM
983
Studio Investment Management
Illinois
$293K – – –
PL
984
Perpetual Ltd
Australia
$292K +$292K +1,136 New
SFG
985
Socha Financial Group
New York
$291K +$1.03K +4 +0.4%
IP
986
Ignite Planners
California
$290K +$1.03K +4 +0.4%
NAM
987
NorthCrest Asset Manangement
Minnesota
$289K +$31.4K +122 +12%
UB
988
Umpqua Bank
Oregon
$289K +$12.6K +49 +5%
WAOI
989
Wealth Advisors of Iowa
Iowa
$288K – – –
RFC
990
Regions Financial Corp
Alabama
$288K -$44.5K -173 -13%
KC
991
Knuff & Co
California
$287K – – –
CI
992
CX Institutional
Indiana
$287K -$772 -3 -0.3%
MWM
993
Meritas Wealth Management
California
$287K – – –
MCM
994
Monarch Capital Management
Indiana
$286K – – –
NB
995
NBT Bank
New York
$286K +$7.72K +30 +3%
PI
996
PFG Investments
New York
$285K -$17.7K -69 -6%
CCG
997
Cypress Capital Group
Florida
$284K -$14.4K -56 -5%
CAS
998
Coppell Advisory Solutions
Texas
$282K +$282K +1,096 New
RA
999
Rise Advisors
New York
$279K -$5.14K -20 -2%
KIA
1000
Kraematon Investment Advisors
Massachusetts
$279K +$514 +2 +0.2%
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40
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