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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
601
J.W. Cole Advisors
Florida
$346K -$12.3K -296 -3%
EFS
602
Essex Financial Services
Connecticut
$345K +$1.88K +45 +0.5%
CK
603
Cohen Klingenstein
New York
$343K – – –
FFM
604
Forum Financial Management
Illinois
$343K -$7.34K -176 -2%
PTC
605
Private Trust Company
Ohio
$343K – – –
TCMP
606
Thrive Capital Management (Pennsylvania)
Pennsylvania
$342K +$13.5K +325 +4%
QIM
607
Quantitative Investment Management
Virginia
$341K +$340K +8,153 New
SWA
608
Stratos Wealth Advisors
Ohio
$340K +$12.8K +307 +4%
FC
609
Financial Consulate
Maryland
$339K +$36.4K +874 +12%
TIA
610
Tiemann Investment Advisors
California
$338K +$2.5K +60 +0.7%
RWG
611
Regal Wealth Group
California
$338K +$125 +3 +0%
IMCOOI
612
Investment Management Corp of Ontario (IMCO)
Canada
$336K – – –
B
613
Bailard
California
$333K -$3K -72 -0.9%
GRP
614
Global Retirement Partners
California
$333K +$83.5K +2,003 +34%
SCA
615
Snowden Capital Advisors
New York
$331K +$14.4K +346 +5%
IA
616
Insight Advisors
Pennsylvania
$328K – – –
SAM
617
Sompo Asset Management
Japan
$326K – – –
HCM
618
Huber Capital Management
California
$324K +$3.96K +95 +1%
LSIA
619
LaSalle St. Investment Advisors
Illinois
$323K +$12.2K +293 +4%
TWC
620
TD Waterhouse Canada
Ontario, Canada
$319K -$27.2K -653 -8%
PSP
621
Principal Street Partners
Tennessee
$318K -$36.1K -866 -10%
HCM
622
Hollencrest Capital Management
California
$316K – – –
TNB
623
Thomasville National Bank
Georgia
$314K +$313K +7,500 New
CCWM
624
Cassaday & Co Wealth Management
Virginia
$313K +$35.2K +845 +13%
GBT
625
Grove Bank & Trust
Florida
$312K -$47.8K -1,146 -13%
23 24
25
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