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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1026
Lindbrook Capital
California
$341K +$2.24K +9 +0.6%
FFM
1027
Forum Financial Management
Illinois
$341K -$224K -900 -37%
BJL
1028
Brighton Jones LLC
Washington
$341K +$112K +449 +42%
AGP
1029
Autumn Glory Partners
Texas
$339K -$599K -2,403 -61%
AIM
1030
Aigen Investment Management
New York
$339K +$378K +1,515 New
TW
1031
TritonPoint Wealth
Maryland
$339K +$378K +1,514 New
FMTCOCP
1032
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$338K – – –
PCM
1033
Poehling Capital Management
Wisconsin
$338K – – –
EFA
1034
Evernest Financial Advisors
Indiana
$337K +$60.6K +243 +19%
GL
1035
Graypoint LLC
New York
$337K +$16K +64 +4%
WF
1036
Welch & Forbes
Massachusetts
$336K – – –
AWAP
1037
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$336K – – –
FTUS
1038
Flow Traders U.S.
New York
$335K +$374K +1,498 New
YCG
1039
Yeomans Consulting Group
Georgia
$334K +$373K +1,495 New
EW
1040
Evoke Wealth
California
$334K +$4.74K +19 +1%
AF
1041
Apexium Financial
Texas
$332K +$370K +1,483 New
BFA
1042
Beaumont Financial Advisors
Massachusetts
$331K -$4.99K -20 -1%
AFM
1043
Aspetuck Financial Management
Connecticut
$330K +$368K +1,475 New
LWA
1044
Lineweaver Wealth Advisors
Ohio
$330K +$2K +8 +0.5%
PD
1045
Planning Directions
Pennsylvania
$330K – – –
LSPW
1046
Lake Street Private Wealth
Illinois
$329K -$11.2K -45 -3%
BFC
1047
Bedel Financial Consulting
Indiana
$329K – – –
OL
1048
Optas LLC
Texas
$329K +$21.4K +86 +6%
WIM
1049
WealthPlan Investment Management
Nebraska
$329K +$367K +1,470 New
CCG
1050
Catalina Capital Group
California
$328K +$5.74K +23 +2%
40 41
42
43 44