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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1001
KLCM Advisors
Wisconsin
$650K – – –
AOWM
1002
Alpha Omega Wealth Management
Virginia
$649K -$9.68K -30 -1%
SAM
1003
Sompo Asset Management
Japan
$648K -$25.8K -80 -4%
LWA
1004
Lineweaver Wealth Advisors
Ohio
$647K -$10.7K -33 -2%
CT
1005
Coastline Trust
Rhode Island
$646K +$136K +422 +27%
CC
1006
Centiva Capital
New York
$646K +$634K +1,963 New
WKSWA
1007
White Knight Strategic Wealth Advisors
New Jersey
$644K -$70.7K -219 -10%
AA
1008
Advisory Alpha
Michigan
$641K +$225K +696 +63%
PI
1009
Pettee Investors
Connecticut
$640K +$628K +1,946 New
VWM
1010
Venturi Wealth Management
Texas
$639K +$37.8K +117 +6%
AWM
1011
Accel Wealth Management
Iowa
$639K -$281K -871 -31%
TCM
1012
Telos Capital Management
California
$636K -$7.1K -22 -1%
TCWA
1013
Turtle Creek Wealth Advisors
Texas
$635K +$150K +465 +32%
TCOT
1014
Trust Company of Toledo
Ohio
$632K – – –
FCAS
1015
First Command Advisory Services
Texas
$631K +$3.23K +10 +0.5%
PPWM
1016
Paragon Private Wealth Management
Kentucky
$626K +$341K +1,057 +125%
TWM
1017
Trinity Wealth Management
Pennsylvania
$626K -$16.1K -50 -3%
CFM
1018
Catalyst Funds Management
Australia
$625K +$613K +1,900 New
MC
1019
Machina Capital
France
$621K +$609K +1,887 New
GAM
1020
Grandview Asset Management
Pennsylvania
$621K +$100K +310 +20%
SWM
1021
SFG Wealth Management
Maryland
$621K +$609K +1,887 New
WMA
1022
Wealth Management Associates
New Jersey
$618K -$78.4K -243 -11%
PP
1023
PDS Planning
Ohio
$617K -$9.04K -28 -1%
QC
1024
Quent Capital
New York
$614K -$48.4K -150 -7%
PCM
1025
Penserra Capital Management
California
$614K +$595K +1,844 +6,830%
39 40
41
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