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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Athena Investment Management
California
$219K – – –
TFS
702
Thoroughbred Financial Services
Tennessee
$219K -$7.24K -62 -3%
OAM
703
Oppenheimer Asset Management
New York
$218K +$218K +1,866 New
ARC
704
Advisor Resource Council
Texas
$217K +$217K +1,858 New
ADL
705
Asset Dedication LLC
California
$217K -$20.7K -177 -9%
FC
706
Financial Council
Maryland
$216K – – –
WMA
707
Wealth Management Associates
New Jersey
$216K -$24.5K -210 -10%
CDH
708
Charles D. Hyman
$214K +$214K +1,833 New
NFG
709
Nations Financial Group
Iowa
$214K +$214K +1,830 New
MW
710
Marcum Wealth
Ohio
$213K +$212K +1,819 New
WDG
711
Wealth Dimensions Group
Ohio
$211K +$211K +1,805 New
FMTCOCP
712
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$211K -$19.4K -166 -8%
RCA
713
Resonant Capital Advisors
Wisconsin
$211K +$211K +1,804 New
VAS
714
Vestmark Advisory Solutions
Massachusetts
$210K +$289K +2,478 New
APW
715
Aurora Private Wealth
New Jersey
$210K +$210K +1,798 New
DSC
716
Duncker Streett & Co
Missouri
$210K – – –
EWA
717
EverSource Wealth Advisors
Alabama
$210K +$45.2K +387 +28%
MIM
718
MTM Investment Management
South Carolina
$210K +$209K +1,793 New
PSP
719
Principal Street Partners
Tennessee
$209K +$208K +1,784 New
WSTAM
720
Wilbanks Smith & Thomas Asset Management
Virginia
$208K +$208K +1,781 New
VSQM
721
V-Square Quantitative Management
Illinois
$207K – – –
TCM
722
Telos Capital Management
California
$206K +$206K +1,765 New
CL
723
Choreo LLC
Illinois
$206K +$206K +1,763 New
QCG
724
Quadrant Capital Group
Ohio
$206K +$27.4K +235 +15%
WP
725
WealthPLAN Partners
Nebraska
$205K -$10.2K -87 -5%
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