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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1051
Wealth Effects
Massachusetts
$584K +$7.6K +25 +1%
O
1052
Ossiam
France
$581K -$10.7M -35,097 -94%
TTWM
1053
TCV Trust & Wealth Management
Virginia
$581K +$161K +529 +34%
PFA
1054
Plotkin Financial Advisors
Maryland
$578K +$2.43K +8 +0.4%
EFA
1055
Evernest Financial Advisors
Indiana
$577K +$20.1K +66 +4%
EFSCE
1056
Enterprise Financial Services Corp (EFSC)
Missouri
$577K -$6.08K -20 -1%
BRWA
1057
B. Riley Wealth Advisors
Florida
$576K -$592K -1,948 -50%
IWP
1058
Innova Wealth Partners
Pennsylvania
$576K -$9.12K -30 -1%
VHAM
1059
Van Hulzen Asset Management
California
$572K +$449K +1,479 +260%
RPWA
1060
Regent Peak Wealth Advisors
Georgia
$570K +$5.47K +18 +0.9%
BCG
1061
BayBridge Capital Group
California
$567K – – –
AIM
1062
Advyzon Investment Management
Illinois
$565K +$431K +1,419 +235%
LS
1063
Livforsakringsbolaget Skandia
Sweden
$563K – – –
CA
1064
Cornerstone Advisory
Maryland
$562K +$3.65K +12 +0.6%
EPW
1065
Endeavor Private Wealth
Kansas
$562K -$8.51K -28 -1%
AFT
1066
Alpha Family Trust
California
$560K – – –
PI
1067
Pettee Investors
Connecticut
$559K -$48.6K -160 -8%
DWP
1068
Daymark Wealth Partners
Ohio
$554K -$324K -1,065 -35%
FI
1069
Fractal Investments
Connecticut
$554K -$608K -2,000 -50%
AIA
1070
Affinity Investment Advisors
California
$554K -$224K -738 -27%
SB
1071
Simmons Bank
Arkansas
$553K +$199K +656 +50%
FHC
1072
First Horizon Corporation
Tennessee
$553K -$51.4K -169 -8%
KA
1073
KLCM Advisors
Wisconsin
$552K – – –
SFA
1074
Souders Financial Advisors
Ohio
$551K -$34.9K -115 -6%
TWM
1075
Trinity Wealth Management
Pennsylvania
$550K +$20.4K +67 +4%
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43
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