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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Spire Wealth Management
Virginia
$383K +$73.1K +1,945 +26%
CIA
602
Concurrent Investment Advisors
Florida
$376K -$18.2K -485 -5%
WSFS
603
Wilmington Savings Fund Society
Delaware
$376K +$348K +9,261 New
SI
604
Seeds Investor
New York
$375K +$348K +9,257 New
JIC
605
Johnson Investment Counsel
Ohio
$373K -$7.18K -191 -2%
BTI
606
Blue Trust Inc
Georgia
$373K +$97.3K +2,588 +32%
AMIM
607
Aull & Monroe Investment Management
Alabama
$372K – – –
SAI
608
Savvy Advisors Inc
New York
$372K +$26.9K +715 +8%
HBT
609
Heartland Bank & Trust
Illinois
$371K -$13.3K -353 -4%
BF
610
BOK Financial
Oklahoma
$370K +$150 +4 +0%
BCI
611
Brinker Capital Investments
Pennsylvania
$370K +$39.5K +1,051 +13%
OPS
612
Orion Portfolio Solutions
Nebraska
$370K +$39.5K +1,051 +13%
SGI
613
Summit Global Investments
Utah
$367K +$340K +9,041 New
CAM
614
Carret Asset Management
New York
$367K +$68.6K +1,825 +25%
ETC
615
Exchange Traded Concepts
Oklahoma
$366K +$340K +9,035 New
GS
616
GTS Securities
Florida
$362K +$58.5K +1,557 +21%
CWS
617
Confluence Wealth Services
Pennsylvania
$362K -$49.7K -1,321 -13%
PCIA
618
Prime Capital Investment Advisors
Kansas
$362K -$69.8K -1,855 -17%
AAS
619
Ameritas Advisory Services
Nebraska
$362K -$310K -8,251 -48%
HIA
620
Harbor Investment Advisory
Maryland
$361K -$19.3K -512 -5%
V
621
VeraBank
Texas
$361K -$15.2K -405 -4%
BFAG
622
Blackston Financial Advisory Group
Florida
$358K +$108K +2,863 +48%
SG
623
Sienna Gestion
France
$355K – – –
MIS
624
Morningstar Investment Services
Illinois
$354K +$329K +8,755 New
FNBTCON
625
First National Bank & Trust Co of Newtown
Pennsylvania
$354K – – –
23 24
25
26 27