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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1251
Intact Investment Management
Quebec, Canada
$363K +$161K +500 +83%
AIP
1252
Almanack Investment Partners
Pennsylvania
$362K +$355K +1,101 New
LWM
1253
Lionsbridge Wealth Management
Florida
$360K -$8.71K -27 -2%
FCG
1254
Fielder Capital Group
Tennessee
$360K – – –
QCIG
1255
Quad-Cities Investment Group
Iowa
$359K +$645 +2 +0.2%
RAG
1256
RIA Advisory Group
Iowa
$358K – – –
BMCM
1257
Burns Matteson Capital Management
New York
$358K – – –
SFC
1258
Swisher Financial Concepts
Ohio
$358K +$16.5K +51 +5%
SW
1259
SteelPeak Wealth
California
$357K -$2.42M -7,502 -87%
BWL
1260
Bogart Wealth LLC
Virginia
$357K +$136K +422 +64%
PTC
1261
Philadelphia Trust Company
Pennsylvania
$357K – – –
PFGIA
1262
Patriot Financial Group Insurance Agency
Massachusetts
$357K -$98.8K -306 -22%
IBOK
1263
Independence Bank of Kentucky
Kentucky
$356K +$27.4K +85 +9%
TW
1264
TritonPoint Wealth
Maryland
$356K +$1.61K +5 +0.5%
RDWM
1265
Red Door Wealth Management
Tennessee
$355K +$3.23K +10 +0.9%
SIAP
1266
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$355K +$4.2K +13 +1%
BOPW
1267
Brandywine Oak Private Wealth
Pennsylvania
$355K +$19K +59 +6%
HWM
1268
Horizon Wealth Management
Illinois
$352K – – –
DT
1269
Diversified Trust
Tennessee
$351K +$32K +99 +10%
WPA
1270
Wealth Preservation Advisors
Tennessee
$351K – – –
HI
1271
Hudock Inc
Pennsylvania
$351K -$34.2K -106 -9%
TPWA
1272
TRUE Private Wealth Advisors
Oregon
$349K – – –
EWM
1273
Evercore Wealth Management
New York
$349K -$5.81K -18 -2%
CFG
1274
Carter Financial Group
Illinois
$349K +$3.87K +12 +1%
TCMP
1275
Thrive Capital Management (Pennsylvania)
Pennsylvania
$348K – – –
49 50
51
52 53