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Constellation Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
651
Savvy Advisors Inc
New York
$268K +$268K +2,295 New
Kovitz Investment Group Partners
652
Kovitz Investment Group Partners
Illinois
$267K – – –
SWM
653
Segment Wealth Management
Texas
$262K – – –
KA
654
Kovack Advisors
Florida
$260K +$27.1K +232 +12%
EP
655
Eudaimonia Partners
Tennessee
$259K -$243K -2,083 -48%
MOS
656
MGO One Seven
Ohio
$258K +$258K +2,210 New
LIA
657
LSP Investment Advisors
New York
$258K – – –
BP
658
Ballentine Partners
Massachusetts
$258K +$21.5K +184 +9%
KPWS
659
Kestra Private Wealth Services
Texas
$258K +$2.69K +23 +1%
GLA
660
Good Life Advisors
Pennsylvania
$256K +$467 +4 +0.2%
AWM
661
Aviso Wealth Management
Washington
$256K +$255K +2,188 New
AFG
662
ABLE Financial Group
Arizona
$255K +$11.9K +102 +5%
SA
663
Strategic Advisors
New York
$254K +$467 +4 +0.2%
ACA
664
Atlas Capital Advisors
Wyoming
$254K – – –
CI
665
CX Institutional
Indiana
$252K -$28.2K -242 -10%
PS
666
Principal Securities
Iowa
$251K +$250K +2,146 New
SCA
667
Stonebridge Capital Advisors
Minnesota
$246K – – –
SWM
668
Shelton Wealth Management
Texas
$246K +$245K +2,101 New
MIM
669
Merrion Investment Management
New Jersey
$244K – – –
FDCDDQ
670
Federation des caisses Desjardins du Quebec
Quebec, Canada
$244K -$49.6K -425 -17%
SG
671
StoneX Group
New York
$243K +$9.92K +85 +4%
FHA
672
Flagship Harbor Advisors
Massachusetts
$243K +$243K +2,078 New
CPA
673
Court Place Advisors
Maryland
$243K – – –
BWFA
674
Baltimore-Washington Financial Advisors
Maryland
$240K – – –
KFI
675
Key Financial Inc
Pennsylvania
$240K – – –