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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
676
Montecito Bank & Trust
California
$418K +$379K +9,067 New
CS
677
Capital Square
Tennessee
$416K -$27.5K -659 -7%
EWA
678
EP Wealth Advisors
California
$416K -$24.9K -596 -6%
RCM
679
RNC Capital Management
California
$413K – – –
AWA
680
Arkadios Wealth Advisors
Georgia
$413K +$55.1K +1,318 +17%
V
681
VeraBank
Texas
$410K +$418 +10 +0.1%
SLG
682
Stanley-Laman Group
Pennsylvania
$409K +$13.5K +323 +4%
CWS
683
Confluence Wealth Services
Pennsylvania
$406K +$11.5K +275 +3%
NP
684
NorthRock Partners
Minnesota
$403K +$24K +573 +7%
WB
685
WesBanco Bank
West Virginia
$403K -$50.2K -1,200 -12%
AI
686
Atom Investors
Texas
$403K +$39.7K +949 +12%
LF
687
Lantz Financial
Illinois
$402K -$2.21K -53 -0.6%
NG
688
Norden Group
Utah
$402K +$62.5K +1,494 +21%
FNBTCON
689
First National Bank & Trust Co of Newtown
Pennsylvania
$402K – – –
SOW
690
State of Wyoming
Wyoming
$401K +$110K +2,629 +43%
CA
691
Clearstead Advisors
Ohio
$400K -$26.3K -630 -7%
PTC
692
Private Trust Company
Ohio
$400K +$5.22K +125 +1%
GFG
693
Goldstone Financial Group
Illinois
$397K -$7.57K -181 -2%
SH
694
SLT Holdings
Arizona
$396K +$359K +8,600 New
MIP
695
Marietta Investment Partners
Wisconsin
$392K – – –
HIA
696
Harbor Investment Advisory
Maryland
$389K -$39.3K -941 -10%
CT
697
Chicago Trust
Illinois
$387K +$127K +3,050 +57%
BCA
698
Bay Colony Advisors
Massachusetts
$386K +$88K +2,106 +32%
VC
699
Veery Capital
Delaware
$386K +$20.9K +500 +6%
SI
700
Stephens Inc
Arkansas
$380K -$247K -5,916 -42%
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