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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
726
Strategic Blueprint
Georgia
$755K +$122K +454 +14%
IAS
727
Investment Advisory Services
Texas
$754K – – –
LA
728
Lakeside Advisors
Washington
$743K -$116K -432 -10%
CIA
729
Concurrent Investment Advisors
Florida
$742K -$834K -3,110 -46%
QI
730
Qtron Investments
Massachusetts
$742K +$626K +2,337 +174%
GI
731
GS Investments
Minnesota
$739K +$982K +3,665 New
CFP
732
Catalyst Financial Partners
Massachusetts
$739K -$24.7K -92 -2%
SAM
733
Smartleaf Asset Management
Massachusetts
$733K -$45.3K -169 -5%
SWM
734
Shelton Wealth Management
Texas
$729K -$289K -1,077 -23%
UB
735
UMB Bank
Missouri
$728K -$5.89M -21,967 -86%
PWM
736
Perigon Wealth Management
California
$726K -$59K -220 -6%
SW
737
SVB Wealth
Massachusetts
$722K +$260K +971 +37%
KA
738
KLCM Advisors
Wisconsin
$721K +$214K +800 +29%
MOS
739
MGO One Seven
Ohio
$721K -$686K -2,558 -42%
CCA
740
Checchi Capital Advisers
California
$714K +$5.36K +20 +0.6%
AF
741
Advisornet Financial
Minnesota
$711K +$136K +506 +17%
BBA
742
BLB&B Advisors
Pennsylvania
$709K -$20.1K -75 -2%
SI
743
Stephens Inc
Arkansas
$706K +$90.1K +336 +11%
VC
744
Veery Capital
Delaware
$706K +$41.3K +154 +5%
PCG
745
Prosperity Consulting Group
Maryland
$705K -$19.6K -73 -2%
FHWM
746
Fox Hill Wealth Management
Massachusetts
$701K -$2.08M -7,769 -69%
CA
747
Cornerstone Advisory
Maryland
$695K -$43.2K -161 -6%
GFG
748
Goldstone Financial Group
Illinois
$693K +$7.77K +29 +0.9%
IAN
749
Integrated Advisors Network
Texas
$691K -$4.25M -15,874 -82%
AH
750
Addis & Hill
Pennsylvania
$689K +$916K +3,416 New
28 29
30
31 32