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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
751
Prestige Wealth Management Group
New Jersey
$68K +$354 +12 +0.5%
MHR
752
Matthew Hamilton Rosenberg
$68K +$41.4K +1,402 +161%
MA
753
Montag & Associates
Georgia
$66K +$65.2K +2,208 New
MIFH
754
Migdal Insurance & Financial Holdings
Israel
$63K -$54.8K -1,856 -47%
QCG
755
Quadrant Capital Group
Ohio
$62K -$42.9K -1,452 -41%
AL
756
ADE LLC
Maryland
$61K +$59.5K +2,015 New
PWM
757
Perigon Wealth Management
California
$61K +$59.7K +2,022 New
BAM
758
Barrett Asset Management
New York
$59K – – –
SBL
759
Sargent Bickham Lagudis
Colorado
$58K -$9.77K -331 -15%
SA
760
SRH Advisors
Kansas
$57K – – –
RG
761
Retirement Group
California
$56K – – –
JIR
762
James Investment Research
Ohio
$55K -$118K -4,002 -69%
FCB
763
First Command Bank
Texas
$55K – – –
FCFS
764
First Command Financial Services
Texas
$55K – – –
CWP
765
Concord Wealth Partners
Virginia
$55K +$53.7K +1,818 New
WWM
766
Wolff Wiese Magana
California
$55K +$54.3K +1,839 New
NFG
767
Next Financial Group
Texas
$54K -$8.26K -280 -14%
PFGIA
768
Patriot Financial Group Insurance Agency
Massachusetts
$54K – – –
TLFA
769
True Link Financial Advisors
California
$53K +$52.4K +1,775 New
PP
770
PrairieView Partners
Minnesota
$52K – – –
TIM
771
Tortoise Investment Management
New York
$51K – – –
BCA
772
Berman Capital Advisors
Georgia
$50K +$738 +25 +2%
ED
773
Exane Derivatives
France
$49.3K +$19.9K +676 +70%
GSAM
774
Grant Street Asset Management
Pennsylvania
$49K +$47.5K +1,611 New
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$47K -$18.1K -615 -28%
29 30
31
32 33