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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
551
Calamos Wealth Management
Illinois
$430K -$101K -3,734 -19%
PV
552
Private Vista
Illinois
$430K +$417K +15,449 New
ITIM
553
Indiana Trust & Investment Management
Indiana
$424K -$52.3K -1,936 -11%
DWT
554
Dorsey & Whitney Trust
South Dakota
$423K -$15.3K -567 -4%
GT
555
Greenleaf Trust
Michigan
$419K -$95.9K -3,553 -19%
DIA
556
Denver Investment Advisors
Colorado
$418K +$405K +15,008 New
LP
557
LMR Partners
United Kingdom
$417K – – –
PC
558
Palo Capital
California
$417K +$405K +14,986 New
ARM
559
Adirondack Research & Management
New York
$411K -$11.4K -421 -3%
HFA
560
Huber Financial Advisors
Illinois
$409K +$21K +777 +6%
AWA
561
Arete Wealth Advisors
Illinois
$408K +$396K +14,651 New
LOAME
562
Lombard Odier Asset Management (Europe)
United Kingdom
$406K -$42.3K -1,568 -10%
AOWM
563
Alpha Omega Wealth Management
Virginia
$404K – – –
RIM
564
Rampart Investment Management
Connecticut
$400K -$57K -2,112 -13%
FMWA
565
Forvis Mazars Wealth Advisors
Missouri
$399K -$55.9K -2,071 -13%
NSEDCP
566
NJ State Employees Deferred Compensation Plan
New Jersey
$398K – – –
P
567
Pitcairn
Pennsylvania
$397K +$385K +14,254 New
WB
568
WesBanco Bank
West Virginia
$396K +$10.3K +383 +3%
BOTW
569
Bank of the West
California
$396K +$384K +14,229 New
GI
570
Gradient Investments
Minnesota
$395K -$14.2K -525 -4%
OAM
571
Occidental Asset Management
California
$393K – – –
SCI
572
Stableford Capital II
Arizona
$392K +$17.2K +637 +5%
AI
573
Atria Investments
North Carolina
$388K -$14.1K -524 -4%
PGFC
574
Peapack-Gladstone Financial Corp
New Jersey
$387K +$12.5K +462 +3%
BWM
575
Buckley Wealth Management
Nevada
$384K -$13.3K -494 -3%
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