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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
676
Choreo LLC
Illinois
$346K – – –
AC
677
Abbrea Capital
California
$345K +$35.3K +937 +13%
EGM
678
Engineers Gate Manager
New York
$345K +$316K +8,380 New
RWP
679
RWA Wealth Partners
Massachusetts
$344K -$3.46K -92 -1%
KFI
680
Key Financial Inc
Pennsylvania
$342K +$5.8K +154 +2%
CSIC
681
Clifford Swan Investment Counsel
California
$342K +$28.6K +760 +10%
WMS
682
Wealth Management Solutions
Pennsylvania
$342K +$313K +8,310 New
TCMP
683
Thrive Capital Management (Pennsylvania)
Pennsylvania
$338K +$753 +20 +0.2%
APP
684
Alpha Paradigm Partners
Illinois
$330K +$114K +3,039 +61%
SFG
685
StrategIQ Financial Group
Indiana
$329K +$4.86K +129 +2%
JIC
686
Johnson Investment Counsel
Ohio
$327K +$299K +7,945 New
ESCM
687
Echo Street Capital Management
New York
$326K +$298K +7,906 New
ATC
688
Argent Trust Co
Tennessee
$321K – – –
CIAS
689
Capital Investment Advisory Services
North Carolina
$319K – – –
EWM
690
Empirical Wealth Management
Washington
$318K -$131K -3,473 -31%
APW
691
Aurora Private Wealth
New Jersey
$318K +$38 +1 +0%
JWA
692
JFS Wealth Advisors
Pennsylvania
$318K +$3.8K +101 +1%
AF
693
Allworth Financial
California
$318K +$29.9K +793 +11%
CA
694
Calton & Associates
Florida
$317K +$5.72K +152 +2%
OPS
695
Orion Portfolio Solutions
Nebraska
$316K -$1.73K -46 -0.6%
MW
696
Marcum Wealth
Ohio
$316K -$1.13K -30 -0.4%
BHBT
697
Burke & Herbert Bank & Trust
Virginia
$315K -$2.83K -75 -1%
APP
698
Avantax Planning Partners
Iowa
$315K +$8.96K +238 +3%
B
699
Bailard
California
$315K +$10.2K +270 +4%
FPS
700
Fieldpoint Private Securities
Connecticut
$315K +$11.4K +302 +4%
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