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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Campbell Wealth Management
Virginia
$4K +$4K +24 New
LWM
1002
Liberty Wealth Management
California
$4K +$4.16K +25 New
TCM
1003
Tradewinds Capital Management
Washington
$4K +$4.16K +25 New
JAM
1004
JCIC Asset Management
Ontario, Canada
$3K – – –
EWA
1005
Evolution Wealth Advisors
Florida
$3K +$2.5K +15 New
LAS
1006
Lloyd Advisory Services
Georgia
$3K +$3.17K +19 New
BFC
1007
Bedel Financial Consulting
Indiana
$2K -$1.33K -8 -44%
BWM
1008
Baystate Wealth Management
Massachusetts
$2K – – –
CAC
1009
Certified Advisory Corp
Florida
$2K – – –
TL
1010
TrueWealth LLC
Georgia
$2K – – –
HFA
1011
Hoover Financial Advisors
Pennsylvania
$2K +$1.67K +10 New
CWC
1012
Carolinas Wealth Consulting
North Carolina
$2K +$1.83K +11 New
PW
1013
Price Wealth
Texas
$2K +$2K +12 New
ED
1014
Exane Derivatives
France
$1.57K -$1.33K -8 -47%
PCTC
1015
Perkins Coie Trust Company
Washington
$1K -$1.17K -7 -64%
AP
1016
Atwood & Palmer
Missouri
$1K – – –
CFO
1017
CVA Family Office
Colorado
$1K – – –
FPFS
1018
First Personal Financial Services
North Carolina
$1K – – –
GFPC
1019
Global Financial Private Capital
Florida
$1K – – –
SWM
1020
Sugarloaf Wealth Management
Georgia
$1K – – –
ST
1021
Sageworth Trust
Pennsylvania
$1K +$666 +4 New
WAS
1022
Winch Advisory Services
Wisconsin
$1K +$1.33K +8 New
JG
1023
Jefferies Group
New York
$108 +$103K +620 New
TI
1024
tru Independence
Oregon
$66 -$70K -420 -53%
VAM
1025
Vontobel Asset Management
New York
– -$135M -864,392 Closed
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