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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
701
Wallace Hart
Kentucky
$356K -$1.02M -22,881 -74%
CK
702
Cohen Klingenstein
New York
$356K – – –
PI
703
PineBridge Investments
New York
$356K +$365K +8,192 New
RBC
704
Romano Brothers & Co
Illinois
$354K – – –
AOWM
705
Alpha Omega Wealth Management
Virginia
$354K +$12.1K +271 +3%
WPC
706
Wedmont Private Capital
Pennsylvania
$353K +$71.2K +1,600 +24%
CT
707
Chicago Trust
Illinois
$353K -$11.1K -250 -3%
OIA
708
OneDigital Investment Advisors
Kansas
$353K +$1.82K +41 +0.5%
TPA
709
Trivium Point Advisory
Connecticut
$351K +$360K +8,077 New
AFG
710
Allegheny Financial Group
Pennsylvania
$350K +$8.28K +186 +2%
PCA
711
Providence Capital Advisors
North Carolina
$350K +$359K +8,061 New
MG
712
Mather Group
Illinois
$349K +$118K +2,656 +49%
DWT
713
Dorsey & Whitney Trust
South Dakota
$348K +$41.3K +928 +13%
YWM
714
Yardley Wealth Management
Pennsylvania
$347K – – –
FHC
715
First Heartland Consultants
Missouri
$347K +$60.6K +1,362 +21%
SI
716
Stephens Inc
Arkansas
$344K -$13.6K -305 -4%
IF
717
Intrua Financial
Texas
$344K +$352K +7,914 New
RCA
718
Resonant Capital Advisors
Wisconsin
$343K +$30.6K +688 +10%
VC
719
Veery Capital
Delaware
$342K -$22.3K -500 -6%
GLF
720
Groupe la Francaise
France
$341K -$15.3K -343 -4%
IA
721
Insight Advisors
Pennsylvania
$340K – – –
APM
722
Advanced Portfolio Management
New York
$340K – – –
AFG
723
Atomi Financial Group
New York
$339K -$7.92K -178 -2%
HI
724
Hendershot Investments
Virginia
$339K -$8.9K -200 -3%
SAW
725
Signal Advisors Wealth
Michigan
$338K +$347K +7,785 New
27 28
29
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