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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
501
Coldstream Capital Management
Washington
$503K -$21K -180 -4%
IAA
502
Independent Advisor Alliance
North Carolina
$498K -$46.8K -401 -9%
PA
503
Pinnacle Associates
New York
$497K -$1.75K -15 -0.4%
PRS
504
Pinkerton Retirement Specialists
Idaho
$497K +$153K +1,314 +45%
TIA
505
Tiemann Investment Advisors
California
$497K +$19.5K +167 +4%
GGS
506
Galvin Gaustad & Stein
Arizona
$490K -$117K -1,000 -19%
UB
507
UMB Bank
Missouri
$484K -$59.1K -506 -11%
NRD
508
Nebula Research & Development
New York
$483K +$482K +4,128 New
TFGT
509
TS Financial Group (TSFG)
Illinois
$482K +$5.25K +45 +1%
PAG
510
Private Advisory Group
Washington
$481K +$480K +4,114 New
ONB
511
Old National Bancorp
Indiana
$479K +$60K +514 +14%
SCI
512
Stableford Capital II
Arizona
$478K +$7.12K +61 +1%
TPM
513
Triasima Portfolio Management
Quebec, Canada
$470K +$470K +4,025 New
MYLI
514
Meiji Yasuda Life Insurance
Japan
$468K – – –
SACTSONJ
515
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$468K – – –
BONH
516
Bank of New Hampshire
New Hampshire
$466K +$467 +4 +0.1%
AWS
517
Atria Wealth Solutions
New York
$464K +$201K +1,723 +77%
DPIM
518
Duff & Phelps Investment Management
Illinois
$463K -$182K -1,562 -28%
DGAM
519
Desjardins Global Asset Management
Quebec, Canada
$463K -$1.89M -16,187 -80%
SM
520
Sciencast Management
New Jersey
$462K +$205K +1,759 +80%
PTP
521
Platform Technology Partners
New York
$462K – – –
JCM
522
Jacobi Capital Management
Pennsylvania
$461K +$584 +5 +0.1%
HBT
523
Heartland Bank & Trust
Illinois
$459K -$29.4K -252 -6%
BPA
524
Beacon Pointe Advisors
California
$456K -$22.3K -191 -5%
SOAMC
525
Spirit of America Management Corp
New York
$456K – – –
19 20
21
22 23