We are live on ! Find out more
CEG icon

Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1026
Live Oak Private Wealth
North Carolina
$303K – – –
CC
1027
Chicago Capital
Illinois
$301K +$18.9K +95 +9%
JIC
1028
Joel Isaacson & Co
New York
$301K +$230K +1,157 New
SC
1029
Searle & Co
Connecticut
$300K – – –
KFGK
1030
Keystone Financial Group (Kentucky)
Kentucky
$298K -$77.3K -389 -25%
CTA
1031
Chesley Taft & Associates
Illinois
$298K +$27.6K +139 +14%
PCH
1032
PGIM Custom Harvest
New Jersey
$298K +$228K +1,145 New
EWM
1033
Evercore Wealth Management
New York
$297K +$227K +1,143 New
WWM
1034
Western Wealth Management
Colorado
$297K +$25.8K +130 +13%
SIAP
1035
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$296K – – –
DPIM
1036
Duff & Phelps Investment Management
Illinois
$295K +$226K +1,135 New
VCM
1037
Vision Capital Management
Oregon
$295K – – –
MA
1038
MCF Advisors
Kentucky
$294K +$795 +4 +0.4%
BW
1039
Bison Wealth
Georgia
$294K +$225K +1,130 New
TNB
1040
Thomasville National Bank
Georgia
$293K +$24.8K +125 +13%
ACA
1041
Affinity Capital Advisors
California
$292K -$11.5K -58 -5%
RCAG
1042
Rehmann Capital Advisory Group
Michigan
$291K +$222K +1,119 New
JFGIW
1043
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$291K +$199 +1 +0.1%
VWM
1044
Venturi Wealth Management
Texas
$291K -$2.78K -14 -1%
FCG
1045
Fielder Capital Group
Tennessee
$290K +$5.56K +28 +3%
KIG
1046
Kowal Investment Group
Wisconsin
$290K +$397 +2 +0.2%
GWM
1047
Gibbs Wealth Management
Georgia
$289K +$221K +1,113 New
CA
1048
Claro Advisors
Massachusetts
$289K +$221K +1,110 New
CAM
1049
Carret Asset Management
New York
$288K -$2.78K -14 -1%
LGF
1050
LGT Group Foundation
Liechtenstein
$287K – – –
40 41
42
43 44