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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1001
SkyOak Wealth
Michigan
$361K +$403K +1,615 New
AWM
1002
Accurate Wealth Management
Florida
$361K – – –
FFS
1003
Founders Financial Securities
Maryland
$360K +$89.3K +358 +29%
LFM
1004
LGT Fund Management
Liechtenstein
$358K – – –
VWM
1005
Verus Wealth Management
Wisconsin
$358K +$399K +1,600 New
MWM
1006
Marion Wealth Management
Pennsylvania
$357K -$1.75K -7 -0.4%
BCG
1007
Breakwater Capital Group
New Jersey
$357K +$65.8K +264 +20%
SCA
1008
Stonebridge Capital Advisors
Minnesota
$356K – – –
DFG
1009
Delta Financial Group
New Jersey
$354K +$62.3K +250 +19%
CM
1010
Castleark Management
Illinois
$353K -$1.17M -4,700 -75%
DA
1011
Doliver Advisors
Texas
$352K +$393K +1,575 New
SCM
1012
Stevens Capital Management
Pennsylvania
$351K +$169K +678 +76%
FCT
1013
First Community Trust
Iowa
$350K +$390K +1,565 New
BA
1014
Bluesphere Advisors
Pennsylvania
$350K +$20.4K +82 +6%
NCFG
1015
New Century Financial Group
New Jersey
$347K +$18.7K +75 +6%
TTWM
1016
TCV Trust & Wealth Management
Virginia
$347K – – –
HT
1017
Heritage Trust
Oklahoma
$346K +$386K +1,546 New
GS
1018
GTS Securities
Florida
$345K -$14.8M -59,396 -97%
CAWM
1019
Capital Advisors Wealth Management
Washington
$344K +$384K +1,540 New
KCIC
1020
Kuhn & Co Investment Counsel
Illinois
$343K +$24.9K +100 +7%
NG
1021
Norden Group
Utah
$342K +$56.4K +226 +17%
CCWM
1022
Correct Capital Wealth Management
Missouri
$342K +$499 +2 +0.1%
EFA
1023
Edge Financial Advisors
Illinois
$341K +$499 +2 +0.1%
NOI
1024
Newton One Investments
Delaware
$341K – – –
LC
1025
Lindbrook Capital
California
$341K +$2.24K +9 +0.6%
39 40
41
42 43