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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
LGF
1026
LGT Group Foundation
Liechtenstein
$216K – – –
ECM
1027
Evergreen Capital Management
Washington
$216K +$220K +1,080 New
CAM
1028
Cidel Asset Management
Ontario, Canada
$215K -$37.9K -186 -15%
MIS
1029
Morningstar Investment Services
Illinois
$215K +$214K +1,049 New
BIG
1030
Brooklyn Investment Group
New York
$214K – – –
MWM
1031
Meridian Wealth Management
Kentucky
$214K +$218K +1,067 New
CC
1032
Chicago Capital
Illinois
$213K +$217K +1,064 New
AC
1033
Allstate Corporation
Illinois
$211K +$215K +1,055 New
TWM
1034
Trinity Wealth Management
Pennsylvania
$210K +$214K +1,050 New
BFC
1035
Bedel Financial Consulting
Indiana
$210K +$214K +1,048 New
WTC
1036
WhitTier Trust Company
Nevada
$209K +$3.47K +17 +2%
LFA
1037
Legacy Financial Advisors
Kentucky
$209K +$213K +1,043 New
LA
1038
Latitude Advisors
Florida
$209K +$213K +1,042 New
CCA
1039
Childress Capital Advisors
Texas
$209K +$213K +1,042 New
EFG
1040
Everhart Financial Group
Ohio
$208K +$212K +1,041 New
GJIA
1041
Glass Jacobson Investment Advisors
Maryland
$208K – – –
NAS
1042
Nicolet Advisory Services
Wisconsin
$206K +$192K +940 New
TCWA
1043
Turtle Creek Wealth Advisors
Texas
$206K +$210K +1,030 New
PFA
1044
Pathway Financial Advisors
Vermont
$205K +$209K +1,023 New
NAM
1045
NTV Asset Management
West Virginia
$204K +$208K +1,018 New
BFA
1046
Buttonwood Financial Advisors
Maryland
$204K +$207K +1,017 New
WWM
1047
Western Wealth Management
Colorado
$202K +$206K +1,010 New
BJL
1048
Brighton Jones LLC
Washington
$202K +$206K +1,009 New
CHA
1049
Carmichael Hill & Associates
Maryland
$202K – – –
CTA
1050
Chesley Taft & Associates
Illinois
$202K +$205K +1,007 New
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42
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