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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
801
Clearwater Capital Advisors
Illinois
$22K +$21.5K +796 New
WEC
802
Winslow Evans & Crocker
Massachusetts
$21.8K – – –
PFBT
803
Parkside Financial Bank & Trust
Missouri
$21K -$972 -36 -4%
LWA
804
Lowe Wealth Advisors
Maryland
$20K – – –
MMG
805
Monetary Management Group
Missouri
$20K – – –
FC
806
Ferris Capital
Massachusetts
$20K +$19.1K +708 New
RPG
807
Risk Paradigm Group
Texas
$19.5K – – –
TFA
808
Toth Financial Advisory
Virginia
$19K +$162 +6 +0.9%
IFAM
809
Institutional & Family Asset Management
Colorado
$19K +$18.6K +687 New
SWP
810
Strategic Wealth Partners
Ohio
$18K +$27 +1 +0.2%
TL
811
TrueWealth LLC
Georgia
$18K +$2.11K +78 +14%
PCP
812
Proficio Capital Partners
Massachusetts
$17K +$2.27K +84 +16%
MBT
813
Monroe Bank & Trust
Michigan
$16K – – –
SFPIA
814
Stevens First Principles Investment Advisors
California
$16K – – –
TIM
815
Tortoise Investment Management
New York
$16K – – –
BL
816
Balentine LLC
Georgia
$15K -$217K -8,047 -94%
EWM
817
Edge Wealth Management
New York
$15K – – –
MFT
818
Moisand Fitzgerald Tamayo
Florida
$15K – – –
THWM
819
Taylor Hoffman Wealth Management
Virginia
$15K – – –
MGIA
820
Moneta Group Investment Advisors
Missouri
$15K +$274K +10,159 +3,628%
GWS
821
Glassman Wealth Services
Virginia
$14K -$108 -4 -0.8%
PFO
822
Pathstone Family Office
New Jersey
$14K +$13.3K +491 New
PS
823
Portfolio Strategies
New York
$13K -$7.56K -280 -38%
WWM
824
Willingdon Wealth Management
North Carolina
$12K -$10.7K -398 -47%
GFP
825
Gryphon Financial Partners
Ohio
$12K -$513 -19 -4%
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