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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
851
Balboa Wealth Partners
Arizona
$353K +$359K +1,762 New
WDG
852
Wealth Dimensions Group
Ohio
$352K -$10K -49 -3%
WP
853
WealthPLAN Partners
Nebraska
$351K – – –
PPWP
854
Premier Path Wealth Partners
New Jersey
$346K +$5.51K +27 +2%
TCOT
855
Trust Company of Toledo
Ohio
$346K -$3.67K -18 -1%
MWM
856
Modera Wealth Management
New Jersey
$345K +$612 +3 +0.2%
FMTCOCP
857
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$345K -$15.5K -76 -4%
GP
858
Girard Partners
Pennsylvania
$345K – – –
CA
859
Calton & Associates
Florida
$341K +$204 +1 +0.1%
MGIA
860
Moneta Group Investment Advisors
Missouri
$339K +$31.8K +156 +10%
ICP
861
Interchange Capital Partners
Pennsylvania
$339K +$345K +1,691 New
SWA
862
Stratos Wealth Advisors
Ohio
$337K -$139K -681 -29%
SW
863
SteelPeak Wealth
California
$337K +$343K +1,681 New
GCS
864
Gordian Capital (Singapore)
Singapore
$336K +$343K +1,680 New
APW
865
Aurora Private Wealth
New Jersey
$335K +$3.06K +15 +0.9%
MWM
866
Marietta Wealth Management
Georgia
$334K +$340K +1,666 New
EFG
867
Embree Financial Group
Illinois
$333K +$4.08K +20 +1%
NRG
868
Nemes Rush Group
Michigan
$332K – – –
FAB
869
First American Bank
Illinois
$332K +$338K +1,657 New
PP
870
PDS Planning
Ohio
$330K -$15.1K -74 -4%
VFA
871
Valeo Financial Advisors
Indiana
$330K +$8.98K +44 +3%
HNWAG
872
High Net Worth Advisory Group
Florida
$329K – – –
SAM
873
Seelaus Asset Management
New Jersey
$327K -$10.2K -50 -3%
AWAG
874
ARS Wealth Advisors Group
Florida
$326K – – –
OFS
875
OneAscent Financial Services
Alabama
$326K +$49.4K +242 +17%
33 34
35
36 37