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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
601
Successful Portfolios
Florida
$341K – – –
AMC
602
Asset Management Corp
Illinois
$340K +$5.5K +161 +2%
SCA
603
Snowden Capital Advisors
New York
$340K +$19.7K +576 +6%
UF
604
Univest Financial
Pennsylvania
$337K – – –
D
605
Diversified
Delaware
$337K +$1.74K +51 +0.5%
TWM
606
TriaGen Wealth Management
California
$335K – – –
TIA
607
Tiemann Investment Advisors
California
$334K -$19.2K -561 -5%
HTC
608
Haverford Trust Company
Pennsylvania
$334K – – –
WSFS
609
Wilmington Savings Fund Society
Delaware
$333K – – –
FMTCOCP
610
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$329K – – –
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$327K -$7.65K -224 -2%
IC
612
Intersect Capital
California
$326K -$242K -7,078 -43%
FC
613
Financial Consulate
Maryland
$326K +$10.2K +299 +3%
SWM
614
Segment Wealth Management
Texas
$325K -$62.3K -1,823 -16%
BWFA
615
Baltimore-Washington Financial Advisors
Maryland
$324K -$19.2K -561 -6%
GIA
616
Gladstone Institutional Advisory
Florida
$324K +$321K +9,395 New
DWT
617
Dorsey & Whitney Trust
South Dakota
$321K – – –
CBN
618
Cadence Bank NA
Texas
$319K +$5.26K +154 +2%
VCA
619
Verdence Capital Advisors
Maryland
$319K +$66.7K +1,953 +27%
LNB
620
Ledyard National Bank
$318K -$3.35K -98 -1%
CII
621
Capital International Inc
California
$318K – – –
WSTAM
622
Wilbanks Smith & Thomas Asset Management
Virginia
$317K – – –
CFA
623
Carroll Financial Associates
North Carolina
$316K -$4.07K -119 -1%
VWA
624
V Wealth Advisors
Kansas
$316K +$53.1K +1,554 +20%
YIH
625
Y-Intercept (HK)
Hong Kong
$316K +$314K +9,177 New
23 24
25
26 27