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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
676
First Foundation Advisors
California
$440K +$461K +10,092 New
CA
677
Clearstead Advisors
Ohio
$440K +$19.2K +420 +4%
AA
678
Advisory Alpha
Michigan
$438K +$42.9K +939 +10%
BCA
679
Bay Colony Advisors
Massachusetts
$437K -$31.9K -700 -7%
SWP
680
Significant Wealth Partners
Illinois
$435K -$41.7K -913 -8%
LF
681
Lantz Financial
Illinois
$434K -$913 -20 -0.2%
CAG
682
Crestwood Advisors Group
Massachusetts
$432K +$116K +2,543 +34%
IA
683
Invested Advisors
Pennsylvania
$432K +$137K +3,000 +43%
BBPWM
684
Blue Bell Private Wealth Management
Pennsylvania
$431K -$37.7K -826 -8%
AH
685
Addis & Hill
Pennsylvania
$431K – – –
EWA
686
EP Wealth Advisors
California
$429K +$449K +9,837 New
MCB
687
Morton Community Bank
Illinois
$428K -$124K -2,709 -22%
CI
688
Cigna Investments
Connecticut
$426K -$6.85K -150 -2%
MNBTD
689
Moody National Bank Trust Division
Texas
$426K -$205K -4,489 -31%
JSW
690
Journey Strategic Wealth
New Jersey
$424K +$3.97K +87 +0.9%
FB
691
Finward Bancorp
Indiana
$417K – – –
CBTWT
692
Community Bank & Trust (Waco, Texas)
Texas
$417K – – –
CGPCS
693
Capital Group Private Client Services
California
$417K +$437K +9,565 New
MG
694
Mather Group
Illinois
$417K -$77.9K -1,708 -15%
FFS
695
Founders Financial Securities
Maryland
$416K +$53.1K +1,163 +14%
SL
696
Sentinus LLC
Illinois
$416K +$3.88K +85 +0.9%
SI
697
Seeds Investor
New York
$416K +$11K +241 +3%
IAS
698
Investment Advisory Services
Texas
$414K – – –
OBWG
699
Onyx Bridge Wealth Group
New York
$409K – – –
PFP
700
Paragon Financial Partners
California
$407K – – –
26 27
28
29 30