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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
776
Plotkin Financial Advisors
Maryland
$285K – – –
FMLI
777
Fukoku Mutual Life Insurance
Japan
$284K – – –
SCM
778
Stevens Capital Management
Pennsylvania
$282K +$255K +6,109 New
RIA
779
Regal Investment Advisors
Michigan
$279K -$279K -6,672 -52%
BWFA
780
Baltimore-Washington Financial Advisors
Maryland
$278K -$167 -4 -0.1%
DC
781
Davenport & Co
Virginia
$277K +$209 +5 +0.1%
CI
782
CX Institutional
Indiana
$276K +$250K +5,988 New
RPCONE
783
Retirement Planning Company of New England
Rhode Island
$276K +$20.3K +486 +9%
DFP
784
Defined Financial Planning
California
$276K – – –
PVI
785
Pine Valley Investments
New Jersey
$275K -$5.18K -124 -2%
WG
786
Wealth Group
North Carolina
$275K +$249K +5,962 New
CCB
787
Cutter & Co Brokerage
Missouri
$275K +$249K +5,965 New
CCWM
788
Cassaday & Co Wealth Management
Virginia
$274K – – –
JWA
789
JFS Wealth Advisors
Pennsylvania
$274K +$920 +22 +0.4%
BTI
790
Blue Trust Inc
Georgia
$271K -$13.9K -333 -5%
ATC
791
Argent Trust Co
Tennessee
$271K +$14.8K +354 +6%
SP
792
Successful Portfolios
Florida
$270K – – –
EWA
793
EverSource Wealth Advisors
Alabama
$269K +$54.7K +1,309 +29%
EFSCE
794
Enterprise Financial Services Corp (EFSC)
Missouri
$268K +$585 +14 +0.2%
NAG
795
Northstar Advisory Group
New Jersey
$268K +$243K +5,815 New
EW
796
Elyxium Wealth
California
$268K +$243K +5,806 New
SWM
797
SeaCrest Wealth Management
New York
$266K +$3.97K +95 +2%
CFO
798
Callan Family Office
Pennsylvania
$266K -$25K -598 -9%
CFS
799
CRA Financial Services
New Jersey
$262K -$15.1K -361 -6%
TCM
800
Telos Capital Management
California
$262K – – –
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