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Constellation Brands
STZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1301
Impact Partnership Wealth
Georgia
$2.19K -$2.53K -10 -56%
TCA
1302
Trifecta Capital Advisors
Illinois
$2.17K – – –
LTI
1303
Laffer Tengler Investments
Tennessee
$2.04K +$2.02K +8 New
GFL
1304
Granite FO LLC
New Hampshire
$1.92K +$2.02K +8 New
FPF
1305
First Pacific Financial
Washington
$1.9K +$1.77K +7 New
DAM
1306
Delta Asset Management
Tennessee
$1.9K – – –
FG
1307
Fairman Group
Pennsylvania
$1.9K – – –
RFG
1308
RFP Financial Group
Georgia
$1.63K +$1.52K +6 New
AP
1309
Atwood & Palmer
Missouri
$1.36K – – –
BC
1310
Barrett & Company
Rhode Island
$1.36K – – –
AAG
1311
Armstrong Advisory Group
Massachusetts
$1.21K – – –
A
1312
AlphaQuest
New York
$1.09K -$1.73M -6,856 -100%
PA
1313
PSI Advisors
Florida
$1.09K -$1.26K -5 -56%
PMFA
1314
Plante Moran Financial Advisors
Michigan
$1.09K – – –
TAM
1315
Tucker Asset Management
Colorado
$1.09K +$1.01K +4 New
CAM
1316
ClariVest Asset Management
California
$816 – – –
FSWA
1317
Financial Synergies Wealth Advisors
Texas
$816 – – –
CAC
1318
Core Alternative Capital
Georgia
$815 -$10.9K -43 -93%
NL
1319
NVWM LLC
Pennsylvania
$815 +$759 +3 New
SIS
1320
Sound Income Strategies
Florida
$544 -$1.52K -6 -75%
WA
1321
WestEnd Advisors
North Carolina
$272 -$506 -2 -67%
CTWM
1322
Cherry Tree Wealth Management
Minnesota
$272 – – –
CAM
1323
Creekmur Asset Management
Illinois
$191 – – –
DWM
1324
Dogwood Wealth Management
Kansas
$5 – – –
TC
1325
TwinBeech Capital
New York
– -$64.4M -266,566 Closed
51 52
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