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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
601
Montag & Associates
Georgia
$30K – – –
ZB
602
Zions Bancorporation
Utah
$29K +$3.43K +57 +13%
TWC
603
TD Waterhouse Canada
Ontario, Canada
$26.5K – – –
SC
604
Steph & Co
Wisconsin
$26K -$20K -333 -42%
PP
605
PrairieView Partners
Minnesota
$26K +$2.47K +41 +10%
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$26K +$2.65K +44 +11%
WWM
607
Wolff Wiese Magana
California
$25K – – –
NICM
608
Neo Ivy Capital Management
New York
$24K -$47K -781 -64%
CM
609
Cornerstone Management
Georgia
$23.4K – – –
WTC
610
WhitTier Trust Company
Nevada
$23K -$1.32K -22 -5%
BMD
611
Better Money Decisions
New Mexico
$23K +$24.1K +400 New
PFGIA
612
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$24.5K +408 New
TAIM
613
TD Ameritrade Investment Management
Nebraska
$22K +$8.48K +141 +60%
WPA
614
West Paces Advisors
Georgia
$22K +$5.29K +88 +30%
CAL
615
Capital Analysts LLC
Pennsylvania
$21K – – –
CFO
616
CVA Family Office
Colorado
$21K – – –
CWM
617
Castle Wealth Management
Florida
$21K +$22.4K +372 New
DWP
618
Destiny Wealth Partners
Florida
$20K – – –
JWM
619
Janiczek Wealth Management
Colorado
$20K – – –
TIM
620
Tortoise Investment Management
New York
$20K – – –
CA
621
CoreCap Advisors
Michigan
$20K +$21.5K +357 New
BC
622
Burleson & Co
California
$19K – – –
CFFP
623
Center for Financial Planning
Michigan
$19K – – –
MCM
624
Manchester Capital Management
Vermont
$19K – – –
BSB
625
Bangor Savings Bank
Maine
$19K +$18.9K +315 New
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