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Constellation Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1026
Forum Financial Management
Illinois
$341K -$224K -900 -37%
BJL
1027
Brighton Jones LLC
Washington
$341K +$112K +449 +42%
AGP
1028
Autumn Glory Partners
Texas
$339K -$599K -2,403 -61%
AIM
1029
Aigen Investment Management
New York
$339K +$378K +1,515 New
TW
1030
TritonPoint Wealth
Maryland
$339K +$378K +1,514 New
FMTCOCP
1031
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$338K – – –
PCM
1032
Poehling Capital Management
Wisconsin
$338K – – –
EFA
1033
Evernest Financial Advisors
Indiana
$337K +$60.6K +243 +19%
GL
1034
Graypoint LLC
New York
$337K +$16K +64 +4%
WF
1035
Welch & Forbes
Massachusetts
$336K – – –
AWAP
1036
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$336K – – –
FTUS
1037
Flow Traders U.S.
New York
$335K +$374K +1,498 New
YCG
1038
Yeomans Consulting Group
Georgia
$334K +$373K +1,495 New
EW
1039
Evoke Wealth
California
$334K +$4.74K +19 +1%
AF
1040
Apexium Financial
Texas
$332K +$370K +1,483 New
BFA
1041
Beaumont Financial Advisors
Massachusetts
$331K -$4.99K -20 -1%
AFM
1042
Aspetuck Financial Management
Connecticut
$330K +$368K +1,475 New
LWA
1043
Lineweaver Wealth Advisors
Ohio
$330K +$2K +8 +0.5%
PD
1044
Planning Directions
Pennsylvania
$330K – – –
LSPW
1045
Lake Street Private Wealth
Illinois
$329K -$11.2K -45 -3%
BFC
1046
Bedel Financial Consulting
Indiana
$329K – – –
OL
1047
Optas LLC
Texas
$329K +$21.4K +86 +6%
WIM
1048
WealthPlan Investment Management
Nebraska
$329K +$367K +1,470 New
CCG
1049
Catalina Capital Group
California
$328K +$5.74K +23 +2%
WTFG
1050
Wells Trecaso Financial Group
Ohio
$327K +$2.49K +10 +0.7%