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Constellation Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PO
1151
Private Ocean
California
$2.4K
BHWM
1152
Beaird Harris Wealth Management
Texas
$2.22K
CPG
1153
Cornerstone Planning Group
New Jersey
$2.14K
DWA
1154
Delos Wealth Advisors
Texas
$2.03K +$852 +6 +120%
WCM
1155
Winthrop Capital Management
Indiana
$2K +$1.28K +9 New
VWA
1156
Valued Wealth Advisors
Utah
$1.85K -$142 -1 -9%
AIM
1157
Anchor Investment Management
South Carolina
$1.85K +$1.42K +10 New
CWM
1158
Cedar Wealth Management
California
$1.66K
TWD
1159
True Wealth Design
Ohio
$1.66K +$568 +4 +80%
FRA
1160
Frank Rimerman Advisors
California
$1.66K +$1.28K +9 New
TLA
1161
Tanglewood Legacy Advisors
Texas
$1.66K +$1.28K +9 New
DFC
1162
DB Fitzpatrick & Co
Idaho
$1.48K +$1.14K +8 New
FGAM
1163
Financial Gravity Asset Management
Texas
$1.47K +$1.14K +8 New
MAWCM
1164
Mine & Arao Wealth Creation & Management
California
$1.29K +$994 +7 New
FSWA
1165
Financial Synergies Wealth Advisors
Texas
$1.11K
CSWM
1166
Cassady Schiller Wealth Management
Ohio
$1.11K +$852 +6 New
WOC
1167
West Oak Capital
California
$1K
WWM
1168
Wolff Wiese Magana
California
$925 +$710 +5 New
WA
1169
WestEnd Advisors
North Carolina
$924 -$142 -1 -17%
TWP
1170
TFO Wealth Partners
Ohio
$739
A
1171
AlphaQuest
New York
$739 +$568 +4 New
CIAS
1172
CBIZ Investment Advisory Services
Ohio
$555 +$426 +3 New
IIM
1173
Intact Investment Management
Quebec, Canada
$370
DFA
1174
DHJJ Financial Advisors
Illinois
$185
PIC
1175
Portland Investment Counsel
Ontario, Canada
$22 +$213K +1,500 New