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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
2001
Robertson Stephens Wealth Management
California
– -$210K -751 Closed
UAML
2002
US Asset Management LLC
Pennsylvania
– -$210K -751 Closed
CPSC
2003
Carl P. Sherr & Co
Massachusetts
– -$209K -750 Closed
CCM
2004
Colorado Capital Management
Colorado
– -$209K -750 Closed
ACA
2005
Arsenal Capital Advisors
Pennsylvania
– -$209K -749 Closed
MIC
2006
Means Investment Company
Maine
– -$209K -748 Closed
MW
2007
Marble Wealth
Alabama
– -$208K -744 Closed
WMN
2008
Wealth Management Nebraska
Nebraska
– -$208K -744 Closed
BFA
2009
Buttonwood Financial Advisors
Maryland
– -$207K -742 Closed
RCAG
2010
Rehmann Capital Advisory Group
Michigan
– -$207K -741 Closed
MSFS
2011
Main Street Financial Solutions
Pennsylvania
– -$207K -740 Closed
AP
2012
Anchyra Partners
Georgia
– -$206K -739 Closed
VWA
2013
Visionary Wealth Advisors
Illinois
– -$206K -738 Closed
BAG
2014
Bridgewealth Advisory Group
California
– -$206K -736 Closed
PWG
2015
Portside Wealth Group
Utah
– -$204K -732 Closed
RA
2016
Range Advisory
Virginia
– -$204K -731 Closed
IWA
2017
IVC Wealth Advisors
Pennsylvania
– -$203K -726 Closed
EM
2018
ELCO Management
New York
– -$202K -725 Closed
NS
2019
Northland Securities
Minnesota
– -$202K -724 Closed
HA
2020
HC Advisors
Georgia
– -$202K -722 Closed
TWP
2021
Triad Wealth Partners
Kansas
– -$202K -722 Closed
PP
2022
Postrock Partners
Oregon
– -$201K -721 Closed
REMPR
2023
Roof Eidam Maycock Peralta (REMP)
California
– -$201K -721 Closed
RWMG
2024
Redwood Wealth Management Group
New Jersey
– -$201K -720 Closed
RMC
2025
Ring Mountain Capital
California
– -$200K -717 Closed
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