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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1151
RiverFront Investment Group
Virginia
$456K +$146K +479 +41%
SPC
1152
Spirepoint Private Client
Florida
$456K -$83K -273 -14%
GC
1153
Grimes & Company
Massachusetts
$455K -$1.11M -3,667 -69%
APP
1154
Avantax Planning Partners
Iowa
$454K +$10.6K +35 +2%
LHWM
1155
Lake Hills Wealth Management
Texas
$452K +$296K +975 +151%
WIS
1156
Wright Investors Service
Connecticut
$452K +$492K +1,618 New
LWM
1157
LeConte Wealth Management
Tennessee
$449K +$134K +440 +38%
MC
1158
Mirabaud & Cie
Switzerland
$449K +$489K +1,609 New
IC
1159
IEQ Capital
California
$446K -$2.99M -9,839 -86%
7WCP
1160
71 West Capital Partners
Massachusetts
$446K +$83.6K +275 +21%
CP
1161
CenterBook Partners
Connecticut
$445K +$484K +1,594 New
SCA
1162
Stonebridge Capital Advisors
Minnesota
$444K -$608 -2 -0.1%
CSIC
1163
Clifford Swan Investment Counsel
California
$441K -$9.72K -32 -2%
PWP
1164
Pursue Wealth Partners
California
$440K – – –
FWA
1165
FORM Wealth Advisors
Wisconsin
$438K – – –
WF
1166
Welch & Forbes
Massachusetts
$437K +$19.8K +65 +4%
KP
1167
Keel Point
Alabama
$436K -$3.95K -13 -0.8%
CWG
1168
Cornerstone Wealth Group
North Carolina
$435K -$14K -46 -3%
HT
1169
Heritage Trust
Oklahoma
$433K – – –
KIM
1170
Kestra Investment Management
Texas
$429K -$63.8K -210 -12%
KCIC
1171
Kuhn & Co Investment Counsel
Illinois
$428K – – –
CSP
1172
Cary Street Partners
Virginia
$426K +$68.7K +226 +17%
SAM
1173
Seelaus Asset Management
New Jersey
$426K +$10.6K +35 +2%
MWM
1174
Meridian Wealth Management
Kentucky
$426K -$27K -89 -6%
LSPW
1175
Lake Street Private Wealth
Illinois
$426K -$6.99K -23 -1%
45 46
47
48 49