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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
526
Spirit of America Management Corp
New York
$450K +$134K +3,300 +38%
BFG
527
Bleakley Financial Group
New Jersey
$447K -$95.6K -2,346 -17%
SS
528
Simplicity Solutions
Minnesota
$447K -$95.4K -2,341 -17%
VSQM
529
V-Square Quantitative Management
Illinois
$444K +$216K +5,307 +83%
UCFA
530
United Capital Financial Advisors
Texas
$443K -$292K -7,160 -38%
LF
531
Lantz Financial
Illinois
$439K -$8.43K -207 -2%
AFG
532
Allegheny Financial Group
Pennsylvania
$436K +$121K +2,958 +35%
HTC
533
Haverford Trust Company
Pennsylvania
$434K +$8.15K +200 +2%
MG
534
Mather Group
Illinois
$431K +$4.2K +103 +0.9%
CA
535
Cornerstone Advisory
Maryland
$430K +$6.93K +170 +2%
VF
536
VitalStone Financial
Texas
$429K +$443K +10,869 New
WB
537
WesBanco Bank
West Virginia
$427K -$7.13K -175 -2%
AFP
538
Ausdal Financial Partners
Iowa
$427K +$48K +1,177 +12%
ACIM
539
Azimuth Capital Investment Management
Michigan
$419K +$5.5K +135 +1%
CAM
540
Costello Asset Management
Pennsylvania
$418K +$163 +4 +0%
SWM
541
SeaCrest Wealth Management
New York
$418K -$66.1K -1,622 -13%
PTP
542
Platform Technology Partners
New York
$416K – – –
EFM
543
E Fund Management
China
$414K +$66.8K +1,640 +18%
NIM
544
Nexus Investment Management
Ontario, Canada
$408K – – –
LSAG
545
Lake Street Advisors Group
New Hampshire
$402K +$433K +10,638 New
CPIG
546
Chicago Partners Investment Group
Illinois
$402K +$2.24K +55 +0.5%
CI
547
Cigna Investments
Connecticut
$400K -$55.9K -1,373 -11%
HBT
548
Heartland Bank & Trust
Illinois
$392K +$6.68K +164 +2%
IA
549
IFP Advisors
Florida
$392K +$24.3K +597 +6%
ESCM
550
Echo Street Capital Management
New York
$392K -$6.28K -154 -1%
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