We are live on ! Find out more
CEG icon

Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Segment Wealth Management
Texas
$671K +$67.8K +341 +15%
PRS
752
Pinkerton Retirement Specialists
Idaho
$667K -$577K -2,903 -53%
GGS
753
Galvin Gaustad & Stein
Arizona
$663K +$29.8K +150 +6%
BP
754
Ballentine Partners
Massachusetts
$661K +$4.37K +22 +0.9%
ACA
755
Aptus Capital Advisors
Alabama
$657K +$13.9K +70 +3%
WB
756
WesBanco Bank
West Virginia
$657K +$6.16K +31 +1%
PWPS
757
Pinnacle Wealth Planning Services
Ohio
$653K +$2.78K +14 +0.6%
RP
758
Riverwater Partners
Wisconsin
$652K -$27.8K -140 -5%
TSWM
759
Tyler-Stone Wealth Management
Ohio
$651K +$189K +952 +61%
V
760
VeraBank
Texas
$650K -$72.7K -366 -13%
AWA
761
Arete Wealth Advisors
Illinois
$643K -$167K -838 -25%
JGUA
762
John G. Ullman & Associates
New York
$641K – – –
PCS
763
Personal CFO Solutions
New Jersey
$639K -$128K -645 -21%
WCA
764
Westover Capital Advisors
Delaware
$639K – – –
EIG
765
Ellenbecker Investment Group
Wisconsin
$639K +$11.5K +58 +2%
IA
766
IFP Advisors
Florida
$633K -$271K -1,364 -36%
CA
767
CGN Advisors
Kansas
$632K +$199 +1 +0%
FFM
768
Forum Financial Management
Illinois
$630K +$62.8K +316 +15%
FIM
769
Freedom Investment Management
Connecticut
$628K +$69.3K +349 +17%
PWM
770
Prosperity Wealth Management
California
$625K +$13.7K +69 +3%
SAM
771
Smartleaf Asset Management
Massachusetts
$622K +$189K +952 +65%
GM
772
GeoWealth Management
Illinois
$622K +$596 +3 +0.1%
FNBTCON
773
First National Bank & Trust Co of Newtown
Pennsylvania
$620K – – –
MWM
774
Modera Wealth Management
New Jersey
$619K +$130K +656 +38%
PVI
775
Pine Valley Investments
New Jersey
$614K +$1.59K +8 +0.3%
29 30
31
32 33