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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFW
1201
Horizon Family Wealth
Illinois
$371K +$27.3K +97 +7%
PCM
1202
Presidio Capital Management
California
$370K +$111K +394 +36%
DP
1203
DDD Partners
Washington
$370K +$419K +1,488 New
WG
1204
Welch Group
Alabama
$370K +$282 +1 +0.1%
ML
1205
McAdam LLC
Pennsylvania
$369K +$56K +199 +15%
RSA
1206
River Street Advisors
Illinois
$369K – – –
CRC
1207
Curi RMB Capital
Illinois
$368K +$216K +766 +107%
UAS
1208
United Asset Strategies
New York
$366K +$47.3K +168 +13%
LWM
1209
Lodestone Wealth Management
Washington
$366K +$154K +547 +59%
LSPW
1210
Lake Street Private Wealth
Illinois
$365K -$15.2K -54 -4%
PA
1211
PFG Advisors
Arizona
$365K -$580K -2,059 -58%
BOH
1212
Bank of Hawaii
Hawaii
$364K +$184K +654 +81%
VCP
1213
Verus Capital Partners
Arizona
$363K +$12.4K +44 +3%
TPCW
1214
TD Private Client Wealth
New York
$362K +$183K +649 +80%
AWAP
1215
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$360K – – –
CI
1216
Conning Inc
Connecticut
$358K +$1.13K +4 +0.3%
DWM
1217
Destination Wealth Management
California
$358K -$4.51K -16 -1%
FMTCOCP
1218
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$357K -$10.7K -38 -3%
BHBT
1219
Burke & Herbert Bank & Trust
Virginia
$357K – – –
MWS
1220
MFA Wealth Services
California
$357K +$119K +424 +42%
LBC
1221
Leigh Baldwin & Co
New York
$355K +$282 +1 +0.1%
MWM
1222
Meridian Wealth Management
Kentucky
$355K -$27.3K -97 -6%
EA
1223
Everpar Advisors
Oklahoma
$354K +$32.7K +116 +9%
OL
1224
Optas LLC
Texas
$354K -$88.4K -314 -18%
MFWP
1225
Mosaic Family Wealth Partners
Missouri
$353K +$400K +1,422 New
47 48
49
50 51