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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
951
Wells Trecaso Financial Group
Ohio
$378K – – –
TIA
952
Traphagen Investment Advisors
New Jersey
$376K +$199 +1 +0.1%
CCG
953
Catalina Capital Group
California
$375K +$19.7K +99 +7%
WH
954
Willner & Heller
California
$375K +$287K +1,442 New
GL
955
Graypoint LLC
New York
$375K +$3.58K +18 +1%
GC
956
Grimes & Company
Massachusetts
$374K +$1.19K +6 +0.4%
MWM
957
Mission Wealth Management
California
$373K -$73.9K -372 -21%
KCIC
958
Kuhn & Co Investment Counsel
Illinois
$373K – – –
AFT
959
Alpha Family Trust
California
$372K – – –
CIA
960
Compass Ion Advisors
Pennsylvania
$370K +$11.1K +56 +4%
UB
961
UMB Bank
Missouri
$367K +$64.4K +324 +30%
QWM
962
Quadcap Wealth Management
Texas
$365K – – –
RAM
963
Ramirez Asset Management
New York
$364K +$159K +800 +133%
OL
964
Optas LLC
Texas
$360K +$6.76K +34 +3%
NF
965
Nikulski Financial
Iowa
$359K +$42.5K +214 +18%
LFG
966
Larson Financial Group
Missouri
$358K +$213K +1,070 +349%
SEIA
967
Signature Estate & Investment Advisors
California
$358K +$21.5K +108 +9%
CIA
968
Choate Investment Advisors
Massachusetts
$357K +$27.6K +139 +11%
HCM
969
Hengehold Capital Management
Ohio
$356K +$4.97K +25 +2%
TWM
970
TriaGen Wealth Management
California
$353K -$487K -2,450 -64%
FAT
971
First American Trust
California
$352K +$27.8K +140 +12%
SSA
972
Sierra Summit Advisors
Nevada
$350K – – –
RAG
973
RIA Advisory Group
Iowa
$350K +$267K +1,344 New
AWM
974
Aries Wealth Management
Maine
$349K – – –
QI
975
Qtron Investments
Massachusetts
$349K – – –
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