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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1551
HC Advisors
Georgia
$255K – – –
PCH
1552
PGIM Custom Harvest
New Jersey
$255K -$34.5K -95 -12%
PP
1553
Postrock Partners
Oregon
$255K – – –
RWMG
1554
Redwood Wealth Management Group
New Jersey
$254K -$727 -2 -0.3%
HA
1555
Herold Advisors
New York
$254K +$262K +720 New
TDB
1556
Thompson David Blair
$254K +$261K +719 New
PCA
1557
Pallas Capital Advisors
Massachusetts
$254K +$33.4K +92 +15%
SAM
1558
Synergy Asset Management
Washington
$253K +$260K +715 New
EPW
1559
Evolve Private Wealth
California
$252K +$259K +713 New
ISFAN
1560
Investor's Fiduciary Advisor Network
Washington
$251K – – –
PHWM
1561
Pine Harbor Wealth Management
Maryland
$251K +$363 +1 +0.1%
BIAS
1562
Beacon Investment Advisory Services
New Jersey
$251K -$11.3K -31 -4%
JBA
1563
Johnson Bixby & Associates
Washington
$251K +$1.45K +4 +0.6%
MSFS
1564
Main Street Financial Solutions
Pennsylvania
$250K -$295K -811 -53%
DLA
1565
Douglas Lane & Associates
New York
$249K – – –
PMSA
1566
Patrick M. Sweeney & Associates
Illinois
$248K -$9.09K -25 -3%
GWANC
1567
Guardian Wealth Advisors (North Carolina)
North Carolina
$248K +$8K +22 +3%
FFG
1568
Frisch Financial Group
New York
$248K +$363 +1 +0.1%
AWS
1569
Alliance Wealth Strategies
Virginia
$248K +$255K +702 New
SIA
1570
SkyView Investment Advisors
New Jersey
$247K -$72.7K -200 -22%
MFA
1571
Mayflower Financial Advisors
Massachusetts
$246K +$12.7K +35 +5%
CPW
1572
Cove Private Wealth
New York
$245K – – –
NAS
1573
NWF Advisory Services
California
$244K +$251K +690 New
GCM
1574
Gunpowder Capital Management
Maryland
$243K +$250K +687 New
SWA
1575
SFMG Wealth Advisors
Texas
$243K +$250K +687 New
61 62
63
64 65