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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
Modera Wealth Management
New Jersey
$702K +$117K +444 +26%
WKSWA
927
White Knight Strategic Wealth Advisors
New Jersey
$702K +$49.5K +187 +9%
LFG
928
Larson Financial Group
Missouri
$701K +$206K +780 +56%
CI
929
CX Institutional
Indiana
$699K +$63.8K +241 +13%
GWMR
930
GC Wealth Management RIA
Massachusetts
$694K +$569K +2,149 New
CS
931
Capital Square
Tennessee
$692K +$129K +489 +29%
EWA
932
Etesian Wealth Advisors
Oregon
$692K -$82.6K -312 -13%
CA
933
Calton & Associates
Florida
$691K +$28.3K +107 +5%
BJL
934
Brighton Jones LLC
Washington
$689K +$92.4K +349 +20%
ESB
935
Essex Savings Bank
Connecticut
$687K +$5.29K +20 +0.9%
SP
936
Successful Portfolios
Florida
$685K -$1.32K -5 -0.2%
WMA
937
Wealth Management Associates
New Jersey
$684K +$26.5K +100 +5%
APP
938
Avantax Planning Partners
Iowa
$681K +$529 +2 +0.1%
PCA
939
Prosperity Capital Advisors
Ohio
$678K +$97.6K +369 +21%
CGL
940
Clarius Group LLC
Washington
$677K +$45.5K +172 +9%
SFA
941
Souders Financial Advisors
Ohio
$677K +$101K +382 +22%
IC
942
Iconiq Capital
California
$670K +$280K +1,059 +104%
WE
943
Wealth Effects
Massachusetts
$667K +$265 +1 +0%
PFA
944
Plotkin Financial Advisors
Maryland
$666K – – –
AWA
945
Aaron Wealth Advisors
Illinois
$665K +$39.2K +148 +8%
EFSCE
946
Enterprise Financial Services Corp (EFSC)
Missouri
$665K +$15.1K +57 +3%
SAM
947
Sompo Asset Management
Japan
$662K – – –
IF
948
Intrua Financial
Texas
$661K +$542K +2,047 New
FIM
949
Freedom Investment Management
Connecticut
$659K -$46.8K -177 -8%
MWM
950
Marietta Wealth Management
Georgia
$659K -$3.71K -14 -0.7%
36 37
38
39 40