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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1001
Buckley Wealth Management
Nevada
$258K – – –
LSA
1002
Leonteq Securities AG
Switzerland
$257K +$89K +359 +56%
CAG
1003
Csenge Advisory Group
Florida
$257K +$264K +1,066 New
OC
1004
Oakworth Capital
Alabama
$255K +$10.4K +42 +4%
CIG
1005
Cascade Investment Group
Colorado
$254K -$13.4K -54 -5%
BWP
1006
Balboa Wealth Partners
Arizona
$253K +$244K +984 New
DFCM
1007
Dark Forest Capital Management
Puerto Rico
$253K +$244K +983 New
IWM
1008
Iams Wealth Management
Nebraska
$253K +$244K +983 New
BIA
1009
Barry Investment Advisors
Massachusetts
$253K – – –
PD
1010
Planning Directions
Pennsylvania
$252K -$69.4K -280 -22%
BCM
1011
Bayesian Capital Management
New York
$252K -$204K -824 -46%
MWM
1012
Mattern Wealth Management
Kansas
$252K – – –
MFG
1013
Merit Financial Group
Georgia
$251K -$142K -574 -37%
TPI
1014
Trust Point Inc
Wisconsin
$249K -$4.46K -18 -2%
IAN
1015
Integrated Advisors Network
Texas
$246K +$496 +2 +0.2%
MAM
1016
McLean Asset Management
Virginia
$246K +$991 +4 +0.4%
ACS
1017
Archford Capital Strategies
Illinois
$246K -$16.1K -65 -6%
GHA
1018
Granite Harbor Advisors
Texas
$245K +$26.8K +108 +13%
SFA
1019
Seneca Financial Advisors
New York
$245K +$991 +4 +0.4%
FWM
1020
FFT Wealth Management
Pennsylvania
$244K +$7.19K +29 +3%
ABTD
1021
Arvest Bank Trust Division
Oklahoma
$243K +$234K +944 New
BBA
1022
Baader Bank Aktiengesellschaft
Germany
$243K +$30.2K +122 +14%
BFG
1023
Beacon Financial Group
Texas
$242K +$9.67K +39 +4%
SAM
1024
Smartleaf Asset Management
Massachusetts
$240K +$80.3K +324 +54%
WE
1025
Wealth Effects
Massachusetts
$240K +$2.48K +10 +1%
39 40
41
42 43