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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2101
Icon Wealth Advisors
Texas
– -$192K -582 Closed
TIM
2102
Tortoise Investment Management
New York
– -$178K -541 Closed
EW
2103
Enzi Wealth
Texas
– -$201K -507 Closed
FH
2104
FWG Holdings
Florida
– -$203K -505 Closed
FF
2105
Francis Financial
– -$239K -391 Closed
ABWM
2106
Alpine Bank Wealth Management
Colorado
– -$112K -340 Closed
JWM
2107
JPL Wealth Management
Colorado
– -$102K -309 Closed
GFWA
2108
Grey Fox Wealth Advisors
Delaware
– -$81.3K -247 Closed
RA
2109
Rise Advisors
New York
– -$72.1K -219 Closed
TCM
2110
TruNorth Capital Management
Michigan
– -$38.5K -117 Closed
WTA
2111
Washington Trust Advisors
Massachusetts
– -$35.7K -108 Closed
FLP
2112
Financial Life Planners
Arizona
– -$31.7K -96 Closed
HWA
2113
Heartwood Wealth Advisors
Virginia
– -$31.6K -96 Closed
PCM
2114
Polymer Capital Management
New York
– -$26K -79 Closed
HFS
2115
Hopwood Financial Services
Virginia
– -$18.4K -56 Closed
PSFG
2116
Park Square Financial Group
Georgia
– -$16.1K -49 Closed
PPA
2117
Painted Porch Advisors
California
– -$10.6K -32 Closed
CCM
2118
Cloud Capital Management
Washington
– -$8K -26 Closed
CAC
2119
Core Alternative Capital
Georgia
– -$4.61K -14 Closed
HHGA
2120
Halbert Hargrove Global Advisors
California
– -$4.61K -14 Closed
MSG
2121
Main Street Group
Virginia
– -$4.28K -13 Closed
KHC
2122
Koesten Hirschmann & Crabtree
Kansas
– -$3.95K -12 Closed
EPW
2123
Evergreen Private Wealth
Colorado
– -$2.96K -9 Closed
APM
2124
Advanced Portfolio Management
New York
– -$2.63K -8 Closed
MSWA
2125
Marshall & Sterling Wealth Advisors
New York
– -$1.97K -6 Closed
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