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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
701
Centaurus Financial
California
$102K -$1.54K -58 -1%
SWA
702
Sutton Wealth Advisors
Florida
$101K +$3.88K +146 +4%
HWA
703
HHM Wealth Advisors
Tennessee
$97K – – –
TPCW
704
TD Private Client Wealth
New York
$95.3K -$5.84K -220 -6%
SIAP
705
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$92K – – –
ST
706
Sageworth Trust
Pennsylvania
$91K +$903 +34 +1%
OIA
707
Optimum Investment Advisors
Illinois
$86K +$27 +1 +0%
EFSCE
708
Enterprise Financial Services Corp (EFSC)
Missouri
$84K -$1.86K -70 -2%
RFA
709
Reilly Financial Advisors
California
$84K +$133 +5 +0.2%
RWA
710
Ropes Wealth Advisors
Massachusetts
$83K – – –
MUS
711
Mitsubishi UFJ Securities
Japan
$83K +$85.6K +3,225 New
IA
712
IFP Advisors
Florida
$80K -$24.5K -921 -23%
PCM
713
Penserra Capital Management
California
$79K -$14.2K -534 -15%
TFS
714
TrustCore Financial Services
Tennessee
$76K -$79.7K -3,000 -51%
HPC
715
HM Payson & Co
Maine
$76K -$11.8K -446 -13%
QCG
716
Quadrant Capital Group
Ohio
$76K +$4.62K +174 +6%
BFIM
717
Beese Fulmer Investment Management
Ohio
$76K +$78.1K +2,943 New
ATC
718
Adirondack Trust Company
New York
$73K – – –
VFA
719
Valeo Financial Advisors
Indiana
$69K -$64.7K -2,436 -48%
FPB
720
First PREMIER Bank
South Dakota
$68K – – –
BCA
721
Berman Capital Advisors
Georgia
$68K +$17.7K +665 +33%
FCB
722
First Command Bank
Texas
$66K +$11.2K +421 +20%
FCFS
723
First Command Financial Services
Texas
$66K +$11.2K +421 +20%
GCM
724
Gables Capital Management
Florida
$65K -$2.36K -89 -3%
WB
725
Webster Bank
Connecticut
$65K -$743 -28 -1%
27 28
29
30 31