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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAIMH
2026
Central Asset Investments & Management Holdings
Hong Kong
– -$295K -835 Closed
JWM
2027
JGP Wealth Management
Oregon
– -$295K -835 Closed
NFA
2028
Northwest Financial Advisors
Virginia
– -$293K -828 Closed
PA
2029
Perennial Advisors
New York
– -$293K -828 Closed
TBA
2030
Tower Bridge Advisors
Pennsylvania
– -$292K -826 Closed
TA
2031
TruWealth Advisors
Louisiana
– -$289K -817 Closed
CWP
2032
Curated Wealth Partners
California
– -$285K -807 Closed
SIM
2033
Sentry Investment Management
Wisconsin
– -$285K -807 Closed
JWM
2034
Jacksonville Wealth Management
Florida
– -$283K -802 Closed
FFG
2035
Fortem Financial Group
California
– -$281K -796 Closed
VF
2036
Virtu Financial
New York
– -$281K -796 Closed
FRM
2037
Fox Run Management
Connecticut
– -$271K -766 Closed
BAAM
2038
Baker Avenue Asset Management
California
– -$268K -759 Closed
SCM
2039
Schnieders Capital Management
California
– -$268K -759 Closed
FCFC
2040
First Commonwealth Financial Corp
Pennsylvania
– -$267K -755 Closed
SAM
2041
Smithbridge Asset Management
Pennsylvania
– -$265K -750 Closed
IIM
2042
Ipswich Investment Management
Massachusetts
– -$262K -743 Closed
HT
2043
Headlands Technologies
Illinois
– -$258K -731 Closed
DWM
2044
Dynasty Wealth Management
Florida
– -$257K -727 Closed
TDB
2045
Thompson David Blair
– -$254K -719 Closed
PCA
2046
Pallas Capital Advisors
Massachusetts
– -$254K -718 Closed
SAM
2047
Synergy Asset Management
Washington
– -$253K -715 Closed
JBA
2048
Johnson Bixby & Associates
Washington
– -$251K -710 Closed
PHWM
2049
Pine Harbor Wealth Management
Maryland
– -$251K -710 Closed
PMSA
2050
Patrick M. Sweeney & Associates
Illinois
– -$248K -703 Closed
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