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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
1201
Burns Matteson Capital Management
New York
$351K +$21.7K +82 +8%
PWMAG
1202
Pinnacle Wealth Management Advisory Group
New Jersey
$351K -$12.2K -46 -4%
WMP
1203
Wealth Management Partners
Arizona
$350K -$64K -242 -18%
PTC
1204
Philadelphia Trust Company
Pennsylvania
$350K – – –
CIC
1205
Crawford Investment Counsel
Georgia
$349K +$16.7K +63 +6%
EWM
1206
Evercore Wealth Management
New York
$348K -$5.29K -20 -2%
TW
1207
TritonPoint Wealth
Maryland
$347K -$37.6K -142 -12%
SCM
1208
SCS Capital Management
Massachusetts
$347K +$7.94K +30 +3%
P
1209
Pitcairn
Pennsylvania
$346K -$51.6K -195 -15%
CIM
1210
Cambria Investment Management
California
$346K +$284K +1,072 New
RDWM
1211
Red Door Wealth Management
Tennessee
$345K -$24.1K -91 -8%
HWM
1212
Horizon Wealth Management
Illinois
$345K -$1.06K -4 -0.4%
WPA
1213
Wealth Preservation Advisors
Tennessee
$345K +$529 +2 +0.2%
SIAP
1214
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$344K -$8.2K -31 -3%
TPWA
1215
TRUE Private Wealth Advisors
Oregon
$343K +$281K +1,061 New
CPL
1216
Capital & Planning LLC
Georgia
$343K +$281K +1,061 New
AO
1217
Advisor OS
Illinois
$342K +$281K +1,061 New
LFA
1218
Legacy Financial Advisors
Kentucky
$342K +$280K +1,060 New
WG
1219
Welch Group
Alabama
$342K +$280K +1,060 New
TCOV
1220
Trust Company of Vermont
Vermont
$342K – – –
TCMP
1221
Thrive Capital Management (Pennsylvania)
Pennsylvania
$342K -$271K -1,025 -49%
FZCM
1222
Flynn Zito Capital Management
New York
$341K +$13K +49 +5%
PGAM
1223
Princeton Global Asset Management
New Jersey
$340K +$236K +892 +558%
SCM
1224
Sterling Capital Management
North Carolina
$339K -$458K -1,731 -62%
RCAG
1225
Rehmann Capital Advisory Group
Michigan
$338K +$3.97K +15 +1%
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