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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
701
Baker Tilly Wealth Management
Wisconsin
$256K +$846 +18 +0.3%
BAMF
702
BI Asset Management Fondsmaeglerselskab
Denmark
$256K +$266K +5,656 New
JWA
703
JFS Wealth Advisors
Pennsylvania
$255K +$6.86K +146 +3%
CAM
704
Carret Asset Management
New York
$254K – – –
AF
705
Allworth Financial
California
$254K +$1.93K +41 +0.7%
FIM
706
Freedom Investment Management
Connecticut
$252K +$261K +5,552 New
APW
707
Aurora Private Wealth
New Jersey
$250K -$141 -3 -0.1%
FCB
708
First Command Bank
Texas
$250K +$208K +4,419 +406%
FCFS
709
First Command Financial Services
Texas
$250K +$208K +4,419 +406%
CDH
710
Charles D. Hyman
$249K +$259K +5,500 New
BHBT
711
Burke & Herbert Bank & Trust
Virginia
$248K – – –
IF
712
Insight Folios
North Carolina
$246K -$50.4K -1,073 -16%
BOH
713
Bank of Hawaii
Hawaii
$246K -$19.1K -407 -7%
WDG
714
Wealth Dimensions Group
Ohio
$246K – – –
CA
715
Calton & Associates
Florida
$245K -$4.51K -96 -2%
GWA
716
GGM Wealth Advisors
Maryland
$245K +$4.79K +102 +2%
PFBT
717
Parkside Financial Bank & Trust
Missouri
$244K -$9.03K -192 -3%
MHS
718
M Holdings Securities
Oregon
$244K -$4.42K -94 -2%
DSC
719
Duncker Streett & Co
Missouri
$244K – – –
EBWM
720
Eagle Bluffs Wealth Management
Missouri
$242K -$48.8K -1,039 -16%
RPCONE
721
Retirement Planning Company of New England
Rhode Island
$242K – – –
ATC
722
Argent Trust Co
Tennessee
$241K -$11.3K -240 -4%
RCA
723
Resonant Capital Advisors
Wisconsin
$241K +$8.6K +183 +4%
PWPS
724
Pinnacle Wealth Planning Services
Ohio
$240K +$249K +5,293 New
MW
725
Marcum Wealth
Ohio
$238K -$1.03K -22 -0.4%
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