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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
576
Cohen Klingenstein
New York
$298K – – –
DIM
577
DC Investments Management
Virginia
$297K -$167K -6,303 -35%
AWM
578
Altium Wealth Management
New York
$297K -$72.3K -2,724 -19%
MFS
579
Mirabella Financial Services
United Kingdom
$296K +$304K +11,447 New
NA
580
NewEdge Advisors
Louisiana
$293K -$219K -8,240 -42%
MAFM
581
Mid Atlantic Financial Management
Pennsylvania
$291K -$38.4K -1,445 -11%
IWM
582
IHT Wealth Management
Illinois
$290K -$192K -7,218 -39%
VWA
583
V Wealth Advisors
Kansas
$289K -$26.6K -1,001 -8%
CFA
584
Carroll Financial Associates
North Carolina
$288K +$76.5K +2,881 +35%
GIA
585
Gateway Investment Advisers
Ohio
$287K -$54.1K -2,037 -16%
JCM
586
Jacobi Capital Management
Pennsylvania
$285K +$26K +979 +10%
APP
587
Avantax Planning Partners
Iowa
$284K +$531 +20 +0.2%
DSC
588
Duncker Streett & Co
Missouri
$283K +$212 +8 +0.1%
MS
589
Maven Securities
Jersey
$283K +$290K +10,916 New
BA
590
Bridgewater Associates
Connecticut
$277K -$340K -12,813 -54%
BWFA
591
Baltimore-Washington Financial Advisors
Maryland
$274K -$223K -8,399 -78%
UAS
592
United Asset Strategies
New York
$273K +$80 +3 +0%
FIM
593
Frontier Investment Management
Texas
$273K +$7.17K +270 +3%
QSS
594
Quantitative Systematic Strategies
Florida
$273K +$280K +10,535 New
CWM
595
Connecticut Wealth Management
Connecticut
$270K – – –
GC
596
Grimes & Company
Massachusetts
$269K +$275K +10,376 New
SWA
597
Stratos Wealth Advisors
Ohio
$268K +$275K +10,352 New
RICHC
598
Renaissance Investment Consultants Holding Company
Pennsylvania
$266K -$80.3K -3,025 -24%
TCA
599
Tortoise Capital Advisors
Kansas
$265K +$87.4K +3,293 +47%
WSFS
600
Wilmington Savings Fund Society
Delaware
$264K +$64.2K +2,417 +31%
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