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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
RG
1001
Retirement Group
California
$8K – – –
CA
1002
Centerpoint Advisors
Massachusetts
$8K +$2.19K +12 +38%
LFG
1003
Larson Financial Group
Missouri
$7K -$2.74K -15 -28%
CFFP
1004
Center for Financial Planning
Michigan
$7K – – –
M
1005
MOTCO
Texas
$7K – – –
IFAM
1006
Institutional & Family Asset Management
Colorado
$6K -$5.47K -30 -50%
TPWA
1007
TRUE Private Wealth Advisors
Oregon
$6K – – –
RWM
1008
Raffa Wealth Management
District of Columbia
$5.68K – – –
APW
1009
Acima Private Wealth
Virginia
$5K – – –
BWM
1010
BerganKDV Wealth Management
Minnesota
$5K – – –
HWM
1011
HighMark Wealth Management
Minnesota
$5K – – –
TWA
1012
TCI Wealth Advisors
Arizona
$5K – – –
Fidelity International
1013
Fidelity International
Bermuda
$5K +$182 +1 +4%
FCH
1014
Freestone Capital Holdings
Washington
$4.76K +$4.56K +25 New
GAM
1015
Gemmer Asset Management
California
$4K – – –
SL
1016
Savior LLC
Massachusetts
$4K – – –
HFS
1017
Horizon Financial Services
North Carolina
$4K +$3.65K +20 New
CA
1018
Crewe Advisors
Utah
$4K +$4.2K +23 New
EWA
1019
Evolution Wealth Advisors
Florida
$3K – – –
JAM
1020
JCIC Asset Management
Ontario, Canada
$3K – – –
CMBA
1021
C.M. Bidwell & Associates
Hawaii
$3K +$2.74K +15 New
TCM
1022
Tradewinds Capital Management
Washington
$2K -$2.74K -15 -60%
LAS
1023
Lloyd Advisory Services
Georgia
$2K -$1.46K -8 -42%
BWM
1024
Baystate Wealth Management
Massachusetts
$2K – – –
BFC
1025
Bedel Financial Consulting
Indiana
$2K – – –