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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1526
Bay Harbor Wealth Management
Maryland
$1.41K +$1.88K +7 New
SC
1527
Swan Capital
Florida
$1.41K +$1.88K +7 New
WW
1528
Winnow Wealth
Texas
$1.38K +$536 +2 +40%
SFCL
1529
Strengthening Families & Communities LLC
Massachusetts
$1.21K – – –
BDPWM
1530
Barnes Dennig Private Wealth Management
Ohio
$1.21K +$1.61K +6 New
BCM
1531
Blume Capital Management
California
$1.21K +$1.61K +6 New
MSWA
1532
Marshall & Sterling Wealth Advisors
New York
$1.21K +$1.61K +6 New
STB
1533
S&T Bank
Pennsylvania
$1.21K +$1.61K +6 New
RWM
1534
Rialto Wealth Management
New York
$1.01K +$1.34K +5 New
IRC
1535
Investors Research Corp
Georgia
$1.01K – – –
MAS
1536
MPWM Advisory Solutions
Georgia
$1.01K – – –
BAM
1537
Bellevue Asset Management
Washington
$1.01K +$1.34K +5 New
PWM
1538
Parkworth Wealth Management
California
$807 – – –
EWM
1539
Evermay Wealth Management
Virginia
$623 – – –
HWM
1540
HighMark Wealth Management
Minnesota
$606 +$804 +3 New
CIR
1541
Clear Investment Research
Georgia
$404 – – –
CAM
1542
Chesapeake Asset Management
New York
$403 – – –
CIA
1543
Cape Investment Advisory
Georgia
$403 +$268 +1 +100%
DWM
1544
Dogwood Wealth Management
Kansas
$403 +$536 +2 New
GA
1545
GoalVest Advisory
New York
$403 +$536 +2 New
DFA
1546
DHJJ Financial Advisors
Illinois
$202 – – –
TCM
1547
TD Capital Management
Tennessee
$202 +$268 +1 New
LB
1548
Legacy Bridge
Iowa
$128 +$268 +1 New
LPC
1549
Lone Pine Capital
Connecticut
– -$389M -1,737,526 Closed
TA
1550
Trivest Advisors
Hong Kong
– -$84.8M -379,100 Closed
60 61
62
63 64