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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
976
Raffa Wealth Management
District of Columbia
$4.44K +$1.91K +12 +57%
HHMI
977
Howard Hughes Medical Institute
Maryland
$4.17K -$318 -2 -6%
KG
978
Kilter Group
New York
$4.04K -$2.07K -13 -30%
AWM
979
Activest Wealth Management
Florida
$3.77K +$3.66K +23 +460%
EWP
980
Elevation Wealth Partners
California
$3.5K – – –
CIAS
981
CBIZ Investment Advisory Services
Ohio
$3.5K +$1.91K +12 +86%
FGAM
982
Financial Gravity Asset Management
Texas
$3.5K +$4.14K +26 New
MAM
983
Meeder Asset Management
Ohio
$3.37K -$636 -4 -14%
IWP
984
IAG Wealth Partners
Wisconsin
$3.37K – – –
RDFA
985
Ritter Daniher Financial Advisory
Ohio
$3.37K +$3.98K +25 New
BWL
986
Bogart Wealth LLC
Virginia
$3.23K – – –
SA
987
SRH Advisors
Kansas
$3.23K – – –
TH
988
TCTC Holdings
Texas
$3.1K – – –
SC
989
Sawyer & Company
Massachusetts
$3K – – –
S
990
Sachetta
Massachusetts
$2.96K -$3.18K -20 -48%
CAM
991
Costello Asset Management
Pennsylvania
$2.96K – – –
CWA
992
Carolina Wealth Advisors
South Carolina
$2.69K – – –
APM
993
Advanced Portfolio Management
New York
$2.56K +$3.02K +19 New
HFS
994
Hughes Financial Services
Virginia
$2.44K +$2.07K +13 +217%
HWA
995
Heartwood Wealth Advisors
Virginia
$2.42K +$2.86K +18 New
RF
996
Rossby Financial
Florida
$2.22K +$318 +2 +14%
PPC
997
Park Place Capital
Alabama
$2.15K – – –
DPW
998
DiNuzzo Private Wealth
Pennsylvania
$2.11K – – –
BIM
999
Breakwater Investment Management
Washington
$2.02K – – –
PCM
1000
Penserra Capital Management
California
$2K – – –
38 39
40
41 42