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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
951
Financial Council
Maryland
$373K – – –
PP
952
PDS Planning
Ohio
$372K +$42.9K +160 +10%
SPC
953
Spirepoint Private Client
Florida
$371K -$17.4K -65 -3%
WG
954
Wealth Group
North Carolina
$369K +$491K +1,831 New
OFS
955
OneAscent Financial Services
Alabama
$368K +$242K +902 +101%
MIM
956
MTM Investment Management
South Carolina
$368K – – –
PWAM
957
Private Wealth Asset Management
Iowa
$367K +$488K +1,822 New
TCWM
958
Total Clarity Wealth Management
Illinois
$367K – – –
APW
959
Aurora Private Wealth
New Jersey
$365K – – –
HGA
960
Hobbs Group Advisors
South Carolina
$363K -$411K -1,534 -46%
DFG
961
Delta Financial Group
New Jersey
$363K +$2.14K +8 +0.5%
CM
962
CastleKnight Management
New York
$363K +$482K +1,800 New
WI
963
Westbourne Investments
Virginia
$363K +$482K +1,800 New
DSC
964
Duncker Streett & Co
Missouri
$362K – – –
PWMG
965
Prestige Wealth Management Group
New Jersey
$362K +$319K +1,189 +197%
BJL
966
Brighton Jones LLC
Washington
$360K +$70.2K +262 +17%
PCA
967
Prosperity Capital Advisors
Ohio
$359K -$536 -2 -0.1%
FCAS
968
First Command Advisory Services
Texas
$359K +$2.41K +9 +0.5%
AIM
969
Athena Investment Management
California
$358K -$20.6K -77 -4%
CFG
970
Compton Financial Group
Maryland
$353K -$86.8K -324 -16%
VWM
971
Venturi Wealth Management
Texas
$352K +$99.2K +370 +27%
GBT
972
Grove Bank & Trust
Florida
$352K +$15K +56 +3%
FCT
973
First Community Trust
Iowa
$351K +$46.9K +175 +11%
MWM
974
Modera Wealth Management
New Jersey
$349K -$132K -494 -22%
HC
975
Headland Capital
South Carolina
$349K -$16.1K -60 -3%
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