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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFW
1076
Horizon Family Wealth
Illinois
$523K – – –
BCG
1077
BayBridge Capital Group
California
$523K -$27.1K -84 -5%
SCA
1078
Stonebridge Capital Advisors
Minnesota
$523K – – –
PWP
1079
Pursue Wealth Partners
California
$519K – – –
SFP
1080
Shepherd Financial Partners
Massachusetts
$517K – – –
BIG
1081
Brookwood Investment Group
Arizona
$516K +$190K +590 +60%
PD
1082
Planning Directions
Pennsylvania
$515K +$17.8K +55 +4%
WDG
1083
Wealth Dimensions Group
Ohio
$513K +$6.46K +20 +1%
KCP
1084
Kera Capital Partners
California
$510K -$30.3K -94 -6%
TTWM
1085
TCV Trust & Wealth Management
Virginia
$510K – – –
EFG
1086
Ethos Financial Group
Pennsylvania
$509K – – –
HT
1087
Heritage Trust
Oklahoma
$509K – – –
VFA
1088
Values First Advisors
Tennessee
$509K -$6.46K -20 -1%
JWM
1089
Jackson Wealth Management
Florida
$507K +$497K +1,541 New
AUB
1090
Atlantic Union Bankshares
Virginia
$506K +$90.4K +280 +22%
SFGP
1091
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$506K -$16.5K -51 -3%
LSPW
1092
Lake Street Private Wealth
Illinois
$505K +$15.8K +49 +3%
WTFG
1093
Wells Trecaso Financial Group
Ohio
$504K +$16.1K +50 +3%
EFA
1094
Edge Financial Advisors
Illinois
$504K -$47.8K -148 -9%
CPL
1095
Capital & Planning LLC
Georgia
$503K +$151K +467 +44%
NOI
1096
Newton One Investments
Delaware
$502K – – –
BWCS
1097
Beirne Wealth Consulting Services
Connecticut
$502K +$492K +1,524 New
MSFS
1098
Main Street Financial Solutions
Pennsylvania
$500K +$491K +1,520 New
WF
1099
Welch & Forbes
Massachusetts
$499K – – –
CWG
1100
Cornerstone Wealth Group
North Carolina
$498K -$645 -2 -0.1%
42 43
44
45 46