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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
901
Paragon Financial Partners
California
$782K – – –
BFM
902
Boothbay Fund Management
New York
$781K +$184K +655 +26%
PFM
903
Premier Fund Managers
United Kingdom
$778K -$845K -3,000 -50%
MCM
904
Mainstream Capital Management
California
$778K -$16.3K -58 -2%
RBFC
905
Roman Butler Fullerton & Co
Missouri
$777K -$845K -3,002 -50%
PCH
906
PGIM Custom Harvest
New Jersey
$775K +$272K +966 +45%
BRWA
907
B. Riley Wealth Advisors
Florida
$774K +$297K +1,054 +55%
RBC
908
Romano Brothers & Co
Illinois
$771K +$5.35K +19 +0.6%
AFA
909
AA Financial Advisors
Ohio
$771K +$17.7K +63 +2%
SFS
910
Sowell Financial Services
Arkansas
$770K -$128K -456 -13%
WKSWA
911
White Knight Strategic Wealth Advisors
New Jersey
$769K +$166K +589 +23%
CI
912
Carroll Investors
South Carolina
$764K – – –
FRA
913
Frank Rimerman Advisors
California
$762K -$76.6K -272 -8%
PTC
914
Private Trust Company
Ohio
$761K +$24.8K +88 +3%
EAN
915
Excelsior Advisor Network
Colorado
$759K +$147K +522 +21%
SS
916
SBI Securities
Japan
$759K +$201K +714 +30%
FRM
917
Fox Run Management
Connecticut
$757K +$859K +3,049 New
GFG
918
Goldstone Financial Group
Illinois
$757K -$81.7K -290 -9%
UF
919
Univest Financial
Pennsylvania
$754K -$3.38K -12 -0.4%
SWP
920
Significant Wealth Partners
Illinois
$753K – – –
FCT
921
First Community Trust
Iowa
$752K +$51.8K +184 +6%
CI
922
Cigna Investments
Connecticut
$751K +$10.4K +37 +1%
KIA
923
Knollwood Investment Advisory
Maryland
$750K – – –
GWP
924
Gateway Wealth Partners
Wisconsin
$747K -$537K -1,907 -39%
LSL
925
Legacy Solutions LLC
Pennsylvania
$743K -$282 -1 -0%
35 36
37
38 39