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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
726
Riverwater Partners
Wisconsin
$338K -$1.65K -37 -0.5%
WA
727
WBH Advisory
Maryland
$338K -$111K -2,495 -24%
MFGM
728
Marshall Financial Group (Maryland)
Maryland
$337K – – –
SEIA
729
Signature Estate & Investment Advisors
California
$336K +$1.2K +27 +0.3%
ESB
730
Essex Savings Bank
Connecticut
$336K – – –
MYAM
731
Meiji Yasuda Asset Management
Japan
$335K -$1.32M -29,566 -79%
SCA
732
Snowden Capital Advisors
New York
$330K -$10.2K -228 -3%
IC
733
Iconiq Capital
California
$326K +$4.85K +109 +1%
SFC
734
Strategic Financial Concepts
Texas
$326K +$95.3K +2,141 +40%
HCM
735
Hollencrest Capital Management
California
$326K – – –
KA
736
KLCM Advisors
Wisconsin
$325K -$214K -4,800 -39%
ECM
737
Evergreen Capital Management
Washington
$324K +$48.1K +1,081 +17%
GWMR
738
GC Wealth Management RIA
Massachusetts
$322K +$331K +7,427 New
GLA
739
Good Life Advisors
Pennsylvania
$321K +$20.1K +452 +7%
VWA
740
VSM Wealth Advisory
Maryland
$321K +$623 +14 +0.2%
KWA
741
Kingswood Wealth Advisors
California
$319K -$338K -7,597 -51%
PSP
742
Principal Street Partners
Tennessee
$319K -$6.95K -156 -2%
CW
743
CreativeOne Wealth
Kansas
$319K +$50.3K +1,129 +18%
CA
744
CGN Advisors
Kansas
$317K +$2.45K +55 +0.8%
GWM
745
Geneos Wealth Management
Colorado
$316K +$121K +2,709 +59%
TIA
746
Tiemann Investment Advisors
California
$316K +$24.5K +550 +8%
RWM
747
RMG Wealth Management
Wisconsin
$311K +$320K +7,183 New
SWM
748
SFG Wealth Management
Maryland
$311K +$89 +2 +0%
BFG
749
Berger Financial Group
Minnesota
$309K +$935 +21 +0.3%
CNBT
750
Canandaigua National Bank & Trust
New York
$307K +$98K +2,200 +45%
28 29
30
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