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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
751
Key Financial Inc
Pennsylvania
$376K – – –
NB
752
Nicolet Bankshares
Wisconsin
$376K +$357K +7,672 New
CW
753
CreativeOne Wealth
Kansas
$376K -$698 -15 -0.2%
AU
754
AlphaGrep UK
$374K -$466K -10,025 -57%
TCWM
755
Total Clarity Wealth Management
Illinois
$372K -$159K -3,420 -31%
ACM
756
Advisors Capital Management
New Jersey
$371K -$22.8M -489,361 -98%
CIA
757
Capital Investment Advisors
Georgia
$369K +$1.2M +25,846 New
TFIPS
758
Towarzystwo Funduszy Inwestycyjnych PZU SA
$369K +$30.2K +650 +9%
SI
759
Stephens Inc
Arkansas
$368K -$8.42K -181 -2%
HCM
760
Hollencrest Capital Management
California
$368K – – –
KA
761
KLCM Advisors
Wisconsin
$366K – – –
LFG
762
Larson Financial Group
Missouri
$365K +$72.5K +1,559 +26%
EWA
763
EverSource Wealth Advisors
Alabama
$365K +$76.3K +1,640 +28%
CI
764
CX Institutional
Indiana
$365K +$39.9K +857 +13%
RP
765
Riverwater Partners
Wisconsin
$365K +$233 +5 +0.1%
PFA
766
Pure Financial Advisors
California
$363K +$82.1K +1,766 +31%
FFM
767
Forum Financial Management
Illinois
$362K +$60.1K +1,292 +21%
AFW
768
Avantra Family Wealth
Pennsylvania
$361K -$130K -2,787 -27%
BEI
769
Benjamin Edwards Inc
Missouri
$360K -$393K -8,448 -53%
CA
770
CGN Advisors
Kansas
$360K -$2.6K -56 -0.8%
PSP
771
Principal Street Partners
Tennessee
$358K -$2.19K -47 -0.6%
AIP
772
Avail Investment Partners
Pennsylvania
$356K +$338K +7,268 New
VT
773
Volterra Technologies
New York
$355K +$337K +7,252 New
MGIA
774
Moneta Group Investment Advisors
Missouri
$354K +$17.8K +383 +6%
VWM
775
Venturi Wealth Management
Texas
$351K +$18.3K +394 +6%
29 30
31
32 33