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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1401
Tenet Wealth Partners
Illinois
$247K +$258K +916 New
LFWA
1402
LiftPoint Family Wealth Advisors
New Jersey
$247K +$29.3K +104 +12%
PRI
1403
Prepared Retirement Institute
Pennsylvania
$247K +$282 +1 +0.1%
SWA
1404
Sax Wealth Advisors
New Jersey
$246K +$248K +882 New
TWM
1405
Tradition Wealth Management
Minnesota
$246K -$135K -481 -33%
RPCONE
1406
Retirement Planning Company of New England
Rhode Island
$246K -$51.5K -183 -16%
WT
1407
Washington Trust
Rhode Island
$245K +$277K +985 New
CAM
1408
Carret Asset Management
New York
$244K – – –
SIS
1409
Sound Income Strategies
Florida
$244K +$164K +581 +144%
AB
1410
ANB Bank
Colorado
$244K +$845 +3 +0.3%
CPSAC
1411
Chas P. Smith & Associates (CPS)
Florida
$244K – – –
PP
1412
Patron Partners
Texas
$242K +$275K +976 New
OAM
1413
Oak Asset Management
California
$242K – – –
SIM
1414
Seaview Investment Managers
Florida
$242K -$7.62M -27,061 -97%
ANBT
1415
American National Bank & Trust
Texas
$242K +$4.22K +15 +2%
IRP
1416
Investment Research Partners
Pennsylvania
$241K +$2.82K +10 +1%
SIA
1417
Soltis Investment Advisors
Utah
$241K +$14.4K +51 +6%
PWP
1418
Phillips Wealth Planners
Mississippi
$241K +$845 +3 +0.3%
MLFP
1419
MPS Loria Financial Planners
Illinois
$240K +$563 +2 +0.2%
KCP
1420
Kera Capital Partners
California
$240K +$2.25K +8 +0.8%
NSAM
1421
North Star Asset Management
Wisconsin
$240K – – –
CPIA
1422
Cornell Pochily Investment Advisors
New York
$239K +$282 +1 +0.1%
EWA
1423
Eagle Wealth Advisors
Connecticut
$239K +$12.7K +45 +5%
IWA
1424
Inspirion Wealth Advisors
Illinois
$236K -$563 -2 -0.2%
NAM
1425
NTV Asset Management
West Virginia
$236K – – –
55 56
57
58 59