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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
ITG
1076
Index Technologies Group
New York
$668K +$687K +1,891 New
SWM
1077
SFG Wealth Management
Maryland
$667K – – –
VAS
1078
Vestmark Advisory Solutions
Massachusetts
$663K +$682K +1,877 New
JIC
1079
Joel Isaacson & Co
New York
$662K +$53.8K +148 +9%
WMA
1080
Wealth Management Associates
New Jersey
$662K -$1.45K -4 -0.2%
AOWM
1081
Alpha Omega Wealth Management
Virginia
$661K -$36.3K -100 -5%
HIP
1082
HUB Investment Partners
Texas
$654K +$177K +488 +36%
FC
1083
Financial Council
Maryland
$653K – – –
OIA
1084
Oakmont Investment Advisors
Pennsylvania
$653K +$672K +1,849 New
MWM
1085
Marion Wealth Management
Pennsylvania
$650K +$5.09K +14 +0.6%
FWA
1086
FSM Wealth Advisors
Ohio
$647K +$41.8K +115 +7%
CFG
1087
Cooper Financial Group
California
$646K -$158K -434 -19%
EWS
1088
Eagle Wealth Strategies
New Jersey
$646K – – –
NWAG
1089
Net Worth Advisory Group
Utah
$645K -$99.2K -273 -13%
GBT
1090
Grove Bank & Trust
Florida
$643K +$32.3K +89 +5%
AG
1091
Ascent Group
Virginia
$641K +$59.2K +163 +10%
SP
1092
Successful Portfolios
Florida
$639K +$1.09K +3 +0.2%
MG
1093
Marex Group
$633K +$651K +1,791 New
CFG
1094
Compton Financial Group
Maryland
$632K +$13.4K +37 +2%
EWA
1095
Etesian Wealth Advisors
Oregon
$630K -$105K -288 -14%
MIM
1096
MTM Investment Management
South Carolina
$628K – – –
AWM
1097
Accurate Wealth Management
Florida
$628K +$112K +308 +20%
FMLI
1098
Fukoku Mutual Life Insurance
Japan
$627K +$221K +609 +52%
SP
1099
SmartHarvest Portfolios
Washington
$626K +$644K +1,771 New
JSAM
1100
J. Safra Asset Management
New York
$621K -$148K -408 -19%
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