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Constellation Brands

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1001
Modus Advisors
Minnesota
$214K – – –
FNBTCON
1002
First National Bank & Trust Co of Newtown
Pennsylvania
$213K – – –
HSWM
1003
Hubbell Strickland Wealth Management
Louisiana
$210K +$219K +900 New
PMG
1004
ProVise Management Group
Florida
$209K -$196K -805 -47%
PWM
1005
Purus Wealth Management
California
$209K -$45.3K -186 -17%
CT
1006
Columbia Trust
Oregon
$209K – – –
FAG
1007
Fortitude Advisory Group
Washington
$208K -$54K -222 -20%
SB
1008
Strategic Blueprint
Georgia
$208K -$3.16K -13 -1%
RTS
1009
Round Table Services
New Jersey
$205K – – –
EW
1010
Evoke Wealth
California
$204K -$2.68K -11 -1%
DT
1011
Diversified Trust
Tennessee
$204K +$212K +873 New
FCH
1012
Freestone Capital Holdings
Washington
$203K -$176K -723 -45%
CFD
1013
Creative Financial Designs
Indiana
$201K -$3.41K -14 -2%
BMC
1014
Benin Management Corp
Connecticut
$200K +$209K +860 New
EWA
1015
EverSource Wealth Advisors
Alabama
$194K +$15.3K +63 +8%
FA
1016
Fortis Advisors
Pennsylvania
$194K +$48.7K +200 +32%
LS
1017
Livforsakringsbolaget Skandia
Sweden
$191K -$243K -1,000 -55%
QCG
1018
Quadrant Capital Group
Ohio
$189K +$27K +111 +16%
ST
1019
Smithfield Trust
Pennsylvania
$173K – – –
CSPIA
1020
Cary Street Partners Investment Advisory
Virginia
$172K +$180K +739 New
CFGS
1021
Concourse Financial Group Securities
Alabama
$171K -$3.89K -16 -2%
LC
1022
Lindbrook Capital
California
$169K +$4.62K +19 +3%
PVH
1023
Psagot Value Holdings
Israel
$163K +$18.7K +77 +12%
BWP
1024
Baldwin Wealth Partners
Massachusetts
$162K – – –
CI
1025
CX Institutional
Indiana
$155K +$162K +664 New