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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1201
EntryPoint Capital
New York
$19.1K +$18.8K +79 New
M
1202
MOTCO
Texas
$18.9K – – –
TWD
1203
True Wealth Design
Ohio
$18.9K +$18.6K +78 New
AFS
1204
Annapolis Financial Services
Maryland
$18.1K – – –
BWL
1205
Bogart Wealth LLC
Virginia
$17.6K -$54K -227 -76%
IGWM
1206
ICA Group Wealth Management
Colorado
$17.2K +$16.9K +71 New
CMP
1207
Coston McIsaac & Partners
Maine
$17K – – –
GKIM
1208
GW&K Investment Management
Massachusetts
$16K +$2.85K +12 +23%
AWM
1209
Abound Wealth Management
Tennessee
$16K -$1.19K -5 -7%
TFM
1210
TFC Financial Management
Massachusetts
$15.7K -$476 -2 -3%
PCA
1211
Providence Capital Advisors
North Carolina
$15.7K – – –
HWM
1212
HighMark Wealth Management
Minnesota
$14.8K +$1.43K +6 +11%
LFG
1213
Larson Financial Group
Missouri
$14.2K +$951 +4 +7%
AAP
1214
Arax Advisory Partners
Colorado
$14K – – –
FMP
1215
Financial Management Professionals
Texas
$14K -$713 -3 -5%
FPFS
1216
First Personal Financial Services
North Carolina
$13.1K – – –
HGERS
1217
Householder Group Estate & Retirement Specialist
Arizona
$13K – – –
FWM
1218
Focused Wealth Management
New York
$12.7K +$238 +1 +2%
WAS
1219
Winch Advisory Services
Wisconsin
$12.7K – – –
FFA
1220
Frazier Financial Advisors
Ohio
$12.6K +$12.4K +52 New
SSG
1221
Summit Securities Group
New York
$12K +$11.7K +49 New
ZB
1222
Zions Bancorporation
Utah
$11.8K -$13.3K -56 -53%
EBA
1223
Eagle Bay Advisors
New York
$11.4K -$83.5K -351 -88%
CAC
1224
Core Alternative Capital
Georgia
$11.2K -$34.7K -146 -76%
PWMG
1225
Private Wealth Management Group
New Jersey
$11.1K +$10.9K +46 New
47 48
49
50 51