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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1326
Bogart Wealth LLC
Virginia
$307K +$6.69K +22 +2%
GCA
1327
Gradient Capital Advisors
California
$306K -$68.7K -226 -17%
GIP
1328
Greatmark Investment Partners
Georgia
$306K +$15.2K +50 +5%
PCM
1329
Presidio Capital Management
California
$306K +$333K +1,095 New
RP
1330
Riverwater Partners
Wisconsin
$305K +$1.52K +5 +0.5%
PWP
1331
Perfromance Wealth Partners
Illinois
$304K +$304 +1 +0.1%
HBT
1332
Heartland Bank & Trust
Illinois
$304K -$9.42K -31 -3%
HNWAG
1333
High Net Worth Advisory Group
Florida
$303K -$588K -1,935 -64%
VBCG
1334
Valley Brook Capital Group
Pennsylvania
$303K +$125K +410 +61%
PTC
1335
Philadelphia Trust Company
Pennsylvania
$303K – – –
SCP
1336
Sivia Capital Partners
California
$301K +$66.6K +219 +25%
PWP
1337
Phillips Wealth Planners
Mississippi
$301K +$305K +1,003 New
OSNBOA
1338
Old Second National Bank of Aurora
Illinois
$300K +$32.5K +107 +11%
SFC
1339
Swisher Financial Concepts
Ohio
$300K +$9.12K +30 +3%
GWMR
1340
GC Wealth Management RIA
Massachusetts
$300K -$189K -623 -37%
3IP
1341
3Chopt Investment Partners
Virginia
$299K +$2.13K +7 +0.7%
SIAP
1342
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$298K – – –
KWMG
1343
King Wealth Management Group
Florida
$298K – – –
BRPW
1344
Ballast Rock Private Wealth
South Carolina
$297K – – –
BOPW
1345
Brandywine Oak Private Wealth
Pennsylvania
$296K -$5.47K -18 -2%
FZCM
1346
Flynn Zito Capital Management
New York
$296K +$304 +1 +0.1%
WA1
1347
Wimmer Associates 1
California
$295K +$18.2K +60 +6%
LOIM
1348
Liberty One Investment Management
Illinois
$292K +$296K +974 +1,353%
UWPG
1349
Ullmann Wealth Partners Group
Florida
$292K +$2.73K +9 +0.9%
RAG
1350
RIA Advisory Group
Iowa
$292K – – –
52 53
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