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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1001
TCI Wealth Advisors
Arizona
$4K +$333 +2 +9%
SIS
1002
Sound Income Strategies
Florida
$4K +$3.5K +21 +2,100%
CWM
1003
Campbell Wealth Management
Virginia
$4K +$4K +24 New
LWM
1004
Liberty Wealth Management
California
$4K +$4.16K +25 New
TCM
1005
Tradewinds Capital Management
Washington
$4K +$4.16K +25 New
JAM
1006
JCIC Asset Management
Ontario, Canada
$3K – – –
EWA
1007
Evolution Wealth Advisors
Florida
$3K +$2.5K +15 New
LAS
1008
Lloyd Advisory Services
Georgia
$3K +$3.17K +19 New
BFC
1009
Bedel Financial Consulting
Indiana
$2K -$1.33K -8 -44%
BWM
1010
Baystate Wealth Management
Massachusetts
$2K – – –
CAC
1011
Certified Advisory Corp
Florida
$2K – – –
TL
1012
TrueWealth LLC
Georgia
$2K – – –
HFA
1013
Hoover Financial Advisors
Pennsylvania
$2K +$1.67K +10 New
CWC
1014
Carolinas Wealth Consulting
North Carolina
$2K +$1.83K +11 New
PW
1015
Price Wealth
Texas
$2K +$2K +12 New
ED
1016
Exane Derivatives
France
$1.57K -$1.33K -8 -47%
PCTC
1017
Perkins Coie Trust Company
Washington
$1K -$1.17K -7 -64%
AP
1018
Atwood & Palmer
Missouri
$1K – – –
CFO
1019
CVA Family Office
Colorado
$1K – – –
FPFS
1020
First Personal Financial Services
North Carolina
$1K – – –
GFPC
1021
Global Financial Private Capital
Florida
$1K – – –
SWM
1022
Sugarloaf Wealth Management
Georgia
$1K – – –
ST
1023
Sageworth Trust
Pennsylvania
$1K +$666 +4 New
WAS
1024
Winch Advisory Services
Wisconsin
$1K +$1.33K +8 New
VAM
1025
Vontobel Asset Management
New York
– -$135M -864,392 Closed
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