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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
901
Davis Investment Partners
North Carolina
$755K +$649K +2,452 New
EFS
902
Essex Financial Services
Connecticut
$755K -$24.1K -91 -4%
SS
903
SBI Securities
Japan
$754K -$99K -374 -14%
FFM
904
Forum Financial Management
Illinois
$754K +$225K +851 +57%
PPWP
905
Premier Path Wealth Partners
New Jersey
$753K +$69.6K +263 +13%
PTP
906
Platform Technology Partners
New York
$752K +$43.9K +166 +8%
BTC
907
Bank & Trust Company
Illinois
$750K – – –
CA
908
CoreCap Advisors
Michigan
$750K +$64.3K +243 +12%
RIA
909
Recurrent Investment Advisors
Texas
$744K +$40.2K +152 +7%
MA
910
Mutual Advisors
Nebraska
$742K +$219K +826 +57%
EFG
911
Everhart Financial Group
Ohio
$742K +$57.7K +218 +10%
SMA
912
Sage Mountain Advisors
Georgia
$741K +$73.6K +278 +14%
CI
913
Carroll Investors
South Carolina
$741K +$225K +852 +59%
SCA
914
Snowden Capital Advisors
New York
$741K -$3.67M -13,852 -86%
CA
915
Cornerstone Advisory
Maryland
$738K -$66.4K -251 -10%
HIM
916
Hanlon Investment Management
New Jersey
$736K -$816K -3,084 -57%
JSW
917
Journey Strategic Wealth
New Jersey
$730K +$227K +858 +61%
BFG
918
Berger Financial Group
Minnesota
$724K +$13.2K +50 +2%
APW
919
Aventura Private Wealth
Florida
$723K +$163K +617 +38%
LIA
920
LSP Investment Advisors
New York
$713K – – –
RMP
921
Richards, Merrill & Peterson
Washington
$710K +$422K +1,594 +263%
SEIA
922
Signature Estate & Investment Advisors
California
$708K -$74.4K -281 -11%
MWM
923
Marion Wealth Management
Pennsylvania
$705K +$128K +483 +28%
AA
924
Armis Advisers
Georgia
$704K +$579K +2,189 New
LS
925
Livforsakringsbolaget Skandia
Sweden
$703K – – –
35 36
37
38 39