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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1301
Sovran Advisors
California
$324K +$36.2K +119 +13%
PCMH
1302
Polymer Capital Management (HK)
Hong Kong
$324K +$353K +1,160 New
VWM
1303
Venturi Wealth Management
Texas
$323K -$271K -892 -44%
SC
1304
Searle & Co
Connecticut
$323K – – –
DT
1305
Diversified Trust
Tennessee
$323K -$29.8K -98 -8%
RC
1306
Roundview Capital
New Jersey
$321K -$63.8K -210 -15%
FSA
1307
Franklin Street Advisors
North Carolina
$320K -$15.2K -50 -4%
MCC
1308
Money Concepts Capital
Florida
$320K +$89.7K +295 +35%
CCM
1309
Connective Capital Management
California
$317K +$70.5K +232 +26%
VCM
1310
Vision Capital Management
Oregon
$317K – – –
4WM
1311
44 Wealth Management
Oregon
$316K -$12.8K -42 -4%
MB
1312
MidFirst Bank
Oklahoma
$316K +$3.34K +11 +1%
ACIM
1313
Azimuth Capital Investment Management
Michigan
$315K +$60.2K +198 +21%
MA
1314
MJP Associates
Connecticut
$315K +$91.8K +302 +37%
CIC
1315
Crawford Investment Counsel
Georgia
$315K +$14.9K +49 +5%
TL
1316
Tradewinds LLC
North Carolina
$315K +$17.6K +58 +6%
LWM
1317
Lionsbridge Wealth Management
Florida
$315K +$10.9K +36 +3%
QWP
1318
Quotient Wealth Partners
Texas
$314K -$23.4K -77 -6%
EWM
1319
Evercore Wealth Management
New York
$312K +$17.3K +57 +5%
AB
1320
Atlas Brown
Kentucky
$312K +$339K +1,116 New
WWM
1321
Whalen Wealth Management
Nevada
$310K -$110K -363 -25%
RTC
1322
Real Talk Capital
Tennessee
$310K +$147K +483 +77%
TWM
1323
TriaGen Wealth Management
California
$309K – – –
PCA
1324
Prosperity Capital Advisors
Ohio
$309K -$150K -495 -31%
CFG
1325
Carter Financial Group
Illinois
$308K -$9.12K -30 -3%
51 52
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