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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
651
Prelude Capital Management
New York
$32K -$117K -4,719 -78%
CFSG
652
Community Financial Services Group
Vermont
$31K – – –
CGT
653
Capital Guardian Trust
California
$31K +$32.1K +1,295 New
AIM
654
Advantage Investment Management
Iowa
$30K – – –
CP
655
Corbenic Partners
Pennsylvania
$30K – – –
TDC
656
Thompson Davis & Co
Virginia
$30K +$14.8K +599 +93%
ZB
657
Zions Bancorporation
Utah
$30K +$31.2K +1,259 New
HR
658
Howe & Rusling
New York
$29K – – –
AF
659
Arrow Financial
New York
$27K – – –
BWFA
660
Baltimore-Washington Financial Advisors
Maryland
$27K +$7.06K +285 +34%
AWS
661
Aris Wealth Services
Pennsylvania
$27K +$27.6K +1,113 New
TC
662
Trust Company
Kansas
$27K +$27.8K +1,122 New
OC
663
Oakworth Capital
Alabama
$26K -$11.8K -476 -31%
PMFA
664
Plante Moran Financial Advisors
Michigan
$26K – – –
OSAM
665
O'Shaughnessy Asset Management
Connecticut
$25K -$520 -21 -2%
TFA
666
Transamerica Financial Advisors
Florida
$24K -$895K -36,134 -97%
BWA
667
Burt Wealth Advisors
Maryland
$23K -$10.4K -419 -30%
CFN
668
Cordasco Financial Network
Florida
$22K – – –
KT
669
Kanaly Trust
Texas
$22K +$7.58K +306 +49%
GWM
670
Gupta Wealth Management
California
$22K +$22.8K +921 New
TSW
671
Thompson Siegel & Walmsley
Virginia
$21K -$10.4K -420 -32%
HDIM
672
Hanson & Doremus Investment Management
Vermont
$21K – – –
KPCM
673
Kings Point Capital Management
New York
$20K – – –
FAM
674
Formidable Asset Management
Ohio
$19K – – –
SFWA
675
Summit Financial Wealth Advisors
Louisiana
$17K -$41.7K -1,682 -71%
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