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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
726
Insight Advisors
Pennsylvania
$353K – – –
CW
727
CreativeOne Wealth
Kansas
$352K +$21.3K +485 +7%
HI
728
Hendershot Investments
Virginia
$351K – – –
MFGM
729
Marshall Financial Group (Maryland)
Maryland
$351K – – –
SEIA
730
Signature Estate & Investment Advisors
California
$350K +$922 +21 +0.3%
OIA
731
OneDigital Investment Advisors
Kansas
$348K -$17.5K -399 -5%
APM
732
Advanced Portfolio Management
New York
$347K – – –
ESB
733
Essex Savings Bank
Connecticut
$347K -$1.36K -31 -0.4%
MA
734
Mutual Advisors
Nebraska
$346K +$106K +2,412 +50%
PSP
735
Principal Street Partners
Tennessee
$343K +$11.9K +271 +4%
RP
736
Riverwater Partners
Wisconsin
$339K -$11.1K -253 -3%
SCA
737
Snowden Capital Advisors
New York
$338K -$3.51K -80 -1%
HCM
738
Hollencrest Capital Management
California
$338K – – –
KA
739
KLCM Advisors
Wisconsin
$336K – – –
TPI
740
Trust Point Inc
Wisconsin
$335K +$68.5K +1,560 +27%
VWA
741
VSM Wealth Advisory
Maryland
$333K +$615 +14 +0.2%
CAG
742
Crestwood Advisors Group
Massachusetts
$332K +$67.2K +1,529 +26%
CAG
743
Csenge Advisory Group
Florida
$332K +$324K +7,369 New
O
744
Ossiam
France
$332K -$743K -16,927 -70%
MMA
745
Miracle Mile Advisors
California
$330K +$38.4K +875 +14%
CA
746
CGN Advisors
Kansas
$329K +$44 +1 +0%
RWM
747
RMG Wealth Management
Wisconsin
$328K -$16.2K -369 -5%
ECM
748
Evergreen Capital Management
Washington
$327K -$8.13K -185 -2%
CNBT
749
Canandaigua National Bank & Trust
New York
$325K +$6.54K +149 +2%
KIG
750
Kennedy Investment Group
New Jersey
$324K +$17.7K +402 +6%
28 29
30
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