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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1001
Aviso Wealth Management
Washington
$238K -$5.46K -23 -2%
PL
1002
Perpetual Ltd
Australia
$238K -$4.04K -17 -2%
PWM
1003
Purus Wealth Management
California
$237K – – –
GCM
1004
Generation Capital Management
New York
$236K +$254K +1,070 New
VT
1005
Vise Technologies
New York
$236K +$254K +1,070 New
BWA
1006
Bordeaux Wealth Advisors
California
$236K -$475 -2 -0.2%
HPBT
1007
Hickory Point Bank & Trust
Illinois
$236K +$254K +1,069 New
HCM
1008
Howard Capital Management
Georgia
$236K +$12.8K +54 +5%
CT
1009
Colonial Trust
South Carolina
$236K +$79.8K +336 +46%
SFC
1010
Strategic Financial Concepts
Texas
$236K +$253K +1,066 New
AWM
1011
Accurate Wealth Management
Florida
$235K -$475 -2 -0.2%
WPC
1012
Waters Parkerson & Co
Louisiana
$234K -$1.9K -8 -0.7%
ACM
1013
Alta Capital Management
Utah
$234K +$713 +3 +0.3%
SVWAG
1014
Sound View Wealth Advisors Group
Georgia
$233K -$3.09K -13 -1%
NAS
1015
NWF Advisory Services
California
$232K +$63.4K +267 +34%
SWM
1016
Shelton Wealth Management
Texas
$232K -$441K -1,855 -64%
SC
1017
Searle & Co
Connecticut
$232K – – –
NAM
1018
NorthCrest Asset Manangement
Minnesota
$231K -$10.9K -46 -4%
CT
1019
Clearstead Trust
Maine
$231K +$209K +878 +529%
PAM
1020
Panagora Asset Management
Massachusetts
$228K -$1.11M -4,664 -82%
BWP
1021
Barlow Wealth Partners
Kentucky
$227K – – –
TSW
1022
Thompson Siegel & Walmsley
Virginia
$227K – – –
BTI
1023
Blue Trust Inc
Georgia
$226K +$475 +2 +0.2%
GA
1024
Geller Advisors
New York
$224K -$3.8K -16 -2%
CWM
1025
Connecticut Wealth Management
Connecticut
$223K -$9.98K -42 -4%
39 40
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