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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1001
Edgestream Partners
New Jersey
$277K -$22.1K -86 -7%
HCM
1002
Hillman Capital Management
Maryland
$276K -$27.3K -106 -9%
PWM
1003
Purus Wealth Management
California
$276K -$514 -2 -0.2%
ZIC
1004
ZWJ Investment Counsel
Georgia
$275K -$11.8K -46 -4%
WPC
1005
Waters Parkerson & Co
Louisiana
$275K +$3.34K +13 +1%
ACS
1006
Archford Capital Strategies
Illinois
$274K -$5.92K -23 -2%
BWA
1007
Bordeaux Wealth Advisors
California
$272K -$6.43K -25 -2%
BTWM
1008
Baker Tilly Wealth Management
Wisconsin
$272K -$460K -1,787 -63%
GA
1009
Geller Advisors
New York
$271K -$2.57K -10 -0.9%
SC
1010
Searle & Co
Connecticut
$270K – – –
FCH
1011
Freestone Capital Holdings
Washington
$270K +$270K +1,048 New
CIA
1012
Concurrent Investment Advisors
Florida
$268K +$40.4K +157 +18%
CIG
1013
Cascade Investment Group
Colorado
$268K +$64.8K +252 +32%
SFC
1014
Strategic Financial Concepts
Texas
$268K +$7.84M +30,483 +2,614%
BFG
1015
Berger Financial Group
Minnesota
$266K -$26.5K -103 -9%
TSW
1016
Thompson Siegel & Walmsley
Virginia
$264K – – –
WT
1017
Washington Trust
Rhode Island
$264K – – –
CMI
1018
Clare Market Investments
Texas
$263K +$772 +3 +0.3%
WTC
1019
WhitTier Trust Company
Nevada
$262K -$6.69K -26 -2%
ATS
1020
Ashton Thomas Securities
New York
$260K +$265K +1,032 New
KCM
1021
KRS Capital Management
Michigan
$260K -$10.3K -40 -4%
CA
1022
Cornerstone Advisory
Maryland
$260K -$380K -1,477 -59%
CI
1023
Conning Inc
Connecticut
$259K +$8.74K +34 +3%
TCBWMS
1024
Texas Capital Bank Wealth Management Services
Texas
$258K -$257K -1,000 -50%
GM
1025
GeoWealth Management
Illinois
$257K +$57.6K +224 +29%
39 40
41
42 43