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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1001
TFC Financial Management
Massachusetts
$1.11K +$595 +4 +100%
GTAM
1002
Global Trust Asset Management
Florida
$1.11K +$1.19K +8 New
RF
1003
Rossby Financial
Florida
$974 -$2.97K -20 -74%
CCWM
1004
Cassaday & Co Wealth Management
Virginia
$974 – – –
PP
1005
PFS Partners
New Jersey
$974 – – –
1CP
1006
1015 Capital Partners
Pennsylvania
$974 +$149 +1 +17%
WA
1007
WPG Advisers
Maryland
$835 – – –
APW
1008
Aventura Private Wealth
Florida
$835 +$892 +6 New
BDPWM
1009
Barnes Dennig Private Wealth Management
Ohio
$835 +$892 +6 New
PMFA
1010
Plante Moran Financial Advisors
Michigan
$717 -$8.03K -54 -92%
SWAG
1011
Spectrum Wealth Advisory Group
California
$701 +$743 +5 New
AP
1012
Atwood & Palmer
Missouri
$696 – – –
AIS
1013
Advocate Investing Services
Maryland
$695 – – –
BC
1014
Barrett & Company
Rhode Island
$695 – – –
BH
1015
Burk Holdings
Oklahoma
$695 – – –
NL
1016
NVWM LLC
Pennsylvania
$695 – – –
PJC
1017
Phillip James Consulting
Minnesota
$695 – – –
SFCL
1018
Strengthening Families & Communities LLC
Massachusetts
$695 +$743 +5 New
BIM
1019
Breakwater Investment Management
Washington
$557 – – –
MAM
1020
Marquette Asset Management
Minnesota
$557 – – –
BWS
1021
Buck Wealth Strategies
Colorado
$556 +$595 +4 New
PWA
1022
Provenance Wealth Advisors
Florida
$556 +$595 +4 New
ADL
1023
Asset Dedication LLC
California
$418 -$1.34K -9 -75%
VWA
1024
Valued Wealth Advisors
Utah
$418 -$595 -4 -57%
GJIA
1025
Glass Jacobson Investment Advisors
Maryland
$418 +$446 +3 New
39 40
41
42 43