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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
701
Pure Financial Advisors
California
$442K +$96.3K +2,081 +28%
C
702
Certuity
Florida
$441K +$67.2K +1,453 +18%
BAM
703
Blueshift Asset Management
New Jersey
$441K +$438K +9,469 New
CBTWT
704
Community Bank & Trust (Waco, Texas)
Texas
$438K -$6.94K -150 -2%
OBWG
705
Onyx Bridge Wealth Group
New York
$436K +$601 +13 +0.1%
TCWM
706
Total Clarity Wealth Management
Illinois
$435K +$80K +1,730 +23%
SWM
707
Spire Wealth Management
Virginia
$433K -$120K -2,601 -22%
UF
708
Univest Financial
Pennsylvania
$433K +$3.42K +74 +0.8%
BF
709
BOK Financial
Oklahoma
$432K -$1.8K -39 -0.4%
PFP
710
Paragon Financial Partners
California
$427K – – –
PTC
711
Private Trust Company
Ohio
$426K +$30.7K +663 +8%
AWA
712
AmeriServ Wealth Advisors
Pennsylvania
$422K -$111K -2,392 -21%
OIA
713
OneDigital Investment Advisors
Kansas
$421K +$115K +2,495 +38%
WHG
714
Westwood Holdings Group
Texas
$420K +$416K +9,001 New
BBPWM
715
Blue Bell Private Wealth Management
Pennsylvania
$418K -$41.2K -890 -9%
LGF
716
LGT Group Foundation
Liechtenstein
$417K -$416 -9 -0.1%
AWM
717
Axxcess Wealth Management
California
$416K +$412K +8,914 New
ALAM
718
Asahi Life Asset Management
Japan
$413K +$14.8K +320 +4%
GFG
719
Goldstone Financial Group
Illinois
$412K +$278 +6 +0.1%
DWT
720
Dorsey & Whitney Trust
South Dakota
$407K -$3.28K -71 -0.8%
TPI
721
Trust Point Inc
Wisconsin
$407K +$24.6K +532 +6%
RBC
722
Romano Brothers & Co
Illinois
$405K – – –
MBT
723
Montecito Bank & Trust
California
$403K +$8.7K +188 +2%
SSA
724
Schonfeld Strategic Advisors
New York
$403K +$400K +8,641 New
VCA
725
Verdence Capital Advisors
Maryland
$401K +$9.9K +214 +3%
27 28
29
30 31