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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
751
Fieldpoint Private Securities
Connecticut
$242K -$97.4K -2,860 -30%
CTA
752
Chesley Taft & Associates
Illinois
$242K -$4.63K -136 -2%
NIM
753
Nexus Investment Management
Ontario, Canada
$241K – – –
MIC
754
Means Investment Company
Maine
$237K -$1.43K -42 -0.6%
SWMG
755
Strategic Wealth Management Group
Maryland
$236K -$137K -4,017 -38%
HPC
756
Hobart Private Capital
North Carolina
$235K +$8.55K +251 +4%
AHB
757
Abner Herrman & Brock
New Jersey
$231K – – –
SFG
758
StrategIQ Financial Group
Indiana
$230K -$12.6K -371 -5%
MC
759
Miles Capital
Iowa
$229K -$1.26K -37 -0.6%
CAM
760
Centre Asset Management
New York
$224K -$3.34K -98 -2%
ATC
761
Argent Trust Co
Tennessee
$224K +$213K +6,264 New
PFPT
762
Pinnacle Financial Partners (Tennessee)
Tennessee
$223K -$75.3K -2,210 -26%
PAS
763
Park Avenue Securities
New York
$221K -$69.3K -2,035 -25%
SC
764
Solstein Capital
California
$221K +$210K +6,169 New
GC
765
Grimes & Company
Massachusetts
$221K +$210K +6,170 New
LSPW
766
Lake Street Private Wealth
Illinois
$221K +$211K +6,188 New
PP
767
Palladium Partners
Virginia
$220K +$210K +6,155 New
CM
768
Caption Management
Oklahoma
$219K – – –
TW
769
TrinityPoint Wealth
Connecticut
$219K +$208K +6,111 New
FWP
770
FAS Wealth Partners
Kansas
$219K +$209K +6,138 New
TC
771
Trilogy Capital
California
$216K -$884K -25,975 -81%
SW
772
SVB Wealth
Massachusetts
$214K -$92.3K -2,710 -31%
FNC
773
First National Corp
Massachusetts
$214K – – –
BSW
774
Buckingham Strategic Wealth
Missouri
$212K +$202K +5,935 New
HFA
775
Hoover Financial Advisors
Pennsylvania
$211K +$201K +5,914 New
29 30
31
32 33