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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
551
Romano Brothers & Co
Illinois
$275K +$46.6K +518 +19%
HFM
552
Harvest Fund Management
China
$274K -$107K -1,194 -27%
JWCA
553
J.W. Cole Advisors
Florida
$273K +$14.4K +160 +5%
CAM
554
Centre Asset Management
New York
$270K -$5.76K -64 -2%
SAM
555
Sompo Asset Management
Japan
$270K – – –
WPC
556
Wedmont Private Capital
Pennsylvania
$269K +$290K +3,222 New
SS
557
Simplicity Solutions
Minnesota
$264K +$275K +3,059 New
PTC
558
Private Trust Company
Ohio
$263K +$275K +3,054 New
SW
559
SVB Wealth
Massachusetts
$263K -$3.6K -40 -1%
SEC
560
Seven Eight Capital
New York
$261K +$273K +3,031 New
OAM
561
Oppenheimer Asset Management
New York
$261K -$105K -1,170 -28%
AOWM
562
Alpha Omega Wealth Management
Virginia
$261K – – –
WB
563
WesBanco Bank
West Virginia
$259K -$5.04K -56 -2%
SC
564
Scotia Capital
Ontario, Canada
$259K +$270K +3,003 New
FNBTCON
565
First National Bank & Trust Co of Newtown
Pennsylvania
$257K – – –
V
566
VeraBank
Texas
$256K – – –
CWS
567
Confluence Wealth Services
Pennsylvania
$256K +$90 +1 +0%
ISWM
568
Independent Solutions Wealth Management
New York
$254K -$53.9K -599 -17%
OPS
569
Orion Portfolio Solutions
Nebraska
$252K +$11.7K +130 +5%
PWM
570
Perigon Wealth Management
California
$252K +$263K +2,920 New
BBA
571
Baader Bank Aktiengesellschaft
Germany
$248K +$258K +2,873 New
MPI
572
Mairs & Power Inc
Minnesota
$247K – – –
SAG
573
SageView Advisory Group
California
$246K +$257K +2,859 New
AWS
574
Atria Wealth Solutions
New York
$244K +$13.2K +147 +5%
FPAS
575
Focus Partners Advisor Solutions
Missouri
$244K -$1.62K -18 -0.6%
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