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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1101
Turtle Creek Wealth Advisors
Texas
$474K -$120K -426 -18%
DWP
1102
Daymark Wealth Partners
Ohio
$474K -$22.2K -79 -4%
EFG
1103
Embree Financial Group
Illinois
$473K -$9.29K -33 -2%
EWM
1104
Elite Wealth Management
Washington
$472K +$56K +199 +12%
CFD
1105
Creative Financial Designs
Indiana
$472K +$110K +392 +26%
MG
1106
McHugh Group
Ohio
$472K – – –
SAM
1107
Secure Asset Management
Michigan
$469K +$15.5K +55 +3%
CA
1108
Cornerstone Advisory
Maryland
$464K -$40.6K -144 -7%
FCAS
1109
First Command Advisory Services
Texas
$463K -$220K -780 -29%
SWM
1110
SHP Wealth Management
Massachusetts
$462K +$49.8K +177 +11%
GFG
1111
Greystone Financial Group
Michigan
$461K +$523K +1,856 New
FC
1112
Financial Council
Maryland
$459K – – –
AOWM
1113
Alpha Omega Wealth Management
Virginia
$457K – – –
AWM
1114
Ameliora Wealth Management
Switzerland
$457K +$434K +1,542 +514%
EWS
1115
Eagle Wealth Strategies
New Jersey
$456K +$2.25K +8 +0.4%
PCIG
1116
Partners Capital Investment Group
Massachusetts
$454K +$515K +1,829 New
GC
1117
Grimes & Company
Massachusetts
$454K +$56.3K +200 +12%
HBW
1118
Hazlett, Burt & Watson
West Virginia
$454K +$22.2K +79 +4%
OPW
1119
Osprey Private Wealth
New York
$452K +$513K +1,821 New
7WCP
1120
71 West Capital Partners
Massachusetts
$452K +$62.5K +222 +14%
BCG
1121
Breakwater Capital Group
New Jersey
$451K +$11.8K +42 +2%
TPI
1122
Trust Point Inc
Wisconsin
$450K +$19.4K +69 +4%
CFG
1123
Compton Financial Group
Maryland
$449K +$282 +1 +0.1%
ECM
1124
Evergreen Capital Management
Washington
$446K -$170K -603 -25%
RA
1125
RFG Advisory
Alabama
$446K -$1.41K -5 -0.3%
43 44
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