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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
626
Whittier Trust
California
$322K – – –
SCA
627
Stonebridge Capital Advisors
Minnesota
$322K +$25K +771 +8%
CIP
628
Cornerstone Investment Partners
Georgia
$319K – – –
DT
629
Diversified Trust
Tennessee
$319K +$318K +9,825 New
CBA
630
Coastal Bridge Advisors
Connecticut
$318K -$117K -3,624 -27%
CFA
631
Carroll Financial Associates
North Carolina
$318K -$31.9K -986 -9%
SW
632
SlateStone Wealth
Florida
$318K +$317K +9,780 New
SWM
633
Segment Wealth Management
Texas
$317K +$21.3K +659 +7%
AMC
634
Asset Management Corp
Illinois
$316K +$314K +9,713 New
MA
635
Mutual Advisors
Nebraska
$315K -$39.3K -1,213 -11%
PD
636
Planning Directions
Pennsylvania
$315K +$313K +9,674 New
HI
637
Harrington Investments
California
$314K -$65 -2 -0%
RWG
638
Regal Wealth Group
California
$314K +$2.36K +73 +0.8%
SP
639
Successful Portfolios
Florida
$313K -$10.8K -334 -3%
BIA
640
Bigelow Investment Advisors
Maine
$313K – – –
ACS
641
Archford Capital Strategies
Illinois
$313K +$18.2K +561 +6%
SS
642
Sunbelt Securities
Texas
$312K -$7.16K -221 -2%
FB
643
Fulton Bank
Pennsylvania
$311K +$6.35K +196 +2%
VWA
644
V Wealth Advisors
Kansas
$309K – – –
OAM
645
Oxford Asset Management
United Kingdom
$306K +$304K +9,396 New
O
646
Ossiam
France
$305K -$31.8M -982,206 -99%
SCM
647
SKBA Capital Management
California
$305K -$4.57K -141 -1%
KWM
648
Kingsview Wealth Management
Oregon
$302K +$62.3K +1,923 +26%
FHB
649
First Hawaiian Bank
Hawaii
$301K -$48.6K -1,500 -14%
PL
650
Perpetual Ltd
Australia
$301K – – –
24 25
26
27 28