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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
876
Sage Mountain Advisors
Georgia
$326K +$66.1K +324 +25%
BCM
877
Brasada Capital Management
Texas
$325K +$306K +1,500 New
EWS
878
Eagle Wealth Strategies
New Jersey
$323K +$204 +1 +0.1%
CI
879
Conning Inc
Connecticut
$321K +$408 +2 +0.1%
LFM
880
LGT Fund Management
Liechtenstein
$320K – – –
GBT
881
Grove Bank & Trust
Florida
$319K – – –
SCA
882
Stonebridge Capital Advisors
Minnesota
$318K – – –
MHS
883
M Holdings Securities
Oregon
$318K +$324K +1,586 New
RP
884
Rice Partnership
Hawaii
$316K +$322K +1,580 New
HT
885
Heritage Trust
Oklahoma
$315K +$5.71K +28 +2%
CS
886
Capital Square
Tennessee
$315K +$337K +1,652 New
PWM
887
Perigon Wealth Management
California
$314K +$14.1K +69 +5%
IF
888
Insight Folios
North Carolina
$313K -$10.4K -51 -3%
AWA
889
Aaron Wealth Advisors
Illinois
$311K +$54.9K +269 +21%
WG
890
Winton Group
United Kingdom
$311K +$317K +1,554 New
TSWM
891
Tyler-Stone Wealth Management
Ohio
$311K -$16.9K -83 -5%
AWAP
892
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$310K – – –
TTWM
893
TCV Trust & Wealth Management
Virginia
$310K – – –
KFGK
894
Keystone Financial Group (Kentucky)
Kentucky
$308K +$71.4K +350 +30%
SC
895
Scotia Capital
Ontario, Canada
$307K -$222K -1,090 -42%
LA
896
Legacy Advisors
Pennsylvania
$307K -$486K -2,382 -61%
SG
897
StoneX Group
New York
$306K -$22.2K -109 -7%
VVP
898
Venture Visionary Partners
Ohio
$306K +$29.4K +144 +10%
NOI
899
Newton One Investments
Delaware
$305K – – –
FAIM
900
Financial Advocates Investment Management
Washington
$305K -$87.7K -430 -22%
34 35
36
37 38