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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
1101
Summit Wealth Group
Vermont
$13K +$12.4K +55 New
IWP
1102
IAG Wealth Partners
Wisconsin
$12K – – –
FWM
1103
Focused Wealth Management
New York
$12K +$225 +1 +2%
AIG
1104
American International Group
New York
$11.5K -$292K -1,294 -3%
FMP
1105
Financial Management Professionals
Texas
$11K – – –
FPB
1106
First PREMIER Bank
South Dakota
$11K – – –
LWA
1107
Lenox Wealth Advisors
New York
$11K – – –
TWA
1108
TCI Wealth Advisors
Arizona
$11K +$5.18K +23 +92%
CA
1109
Centerpoint Advisors
Massachusetts
$10K – – –
ETI
1110
Enterprise Trust & Investment
California
$10K – – –
MFM
1111
MD Financial Management
Ontario, Canada
$10K – – –
EP
1112
Eudaimonia Partners
Tennessee
$10K +$9.46K +42 New
BEI
1113
Benjamin Edwards Inc
Missouri
$9K – – –
CWA
1114
Carolina Wealth Advisors
South Carolina
$9K – – –
RG
1115
Retirement Group
California
$9K – – –
MWM
1116
Mascoma Wealth Management
New Hampshire
$9K +$8.79K +39 New
CFFP
1117
Center for Financial Planning
Michigan
$8K – – –
HWM
1118
HighMark Wealth Management
Minnesota
$8K +$1.35K +6 +21%
RWM
1119
Raffa Wealth Management
District of Columbia
$7.52K +$676 +3 +10%
HFA
1120
Hoover Financial Advisors
Pennsylvania
$7K – – –
BWM
1121
Baystate Wealth Management
Massachusetts
$7K +$4.51K +20 +200%
RA
1122
Resolute Advisors
California
$7K +$6.54K +29 New
SL
1123
Savior LLC
Massachusetts
$6K +$1.13K +5 +24%
SCA
1124
Stuart Chaussee & Associates
California
$6K +$5.86K +26 New
WCM
1125
Wealthcare Capital Management
Virginia
$6K +$6.31K +28 New
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