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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
801
YorkBridge Wealth Partners
New York
$34K – – –
AW
802
Alpha Windward
Massachusetts
$34K +$2.69K +94 +9%
CWA
803
Clarus Wealth Advisors
Arizona
$34K +$34.8K +1,217 New
RFA
804
Reilly Financial Advisors
California
$33K +$115 +4 +0.4%
NIM
805
NuWave Investment Management
New Jersey
$33K +$21.6K +755 +243%
FHA
806
Flagship Harbor Advisors
Massachusetts
$33K +$31.5K +1,101 New
ED
807
Exane Derivatives
France
$33K -$2.32K -81 -7%
KJWM
808
Kiley Juergens Wealth Management
Washington
$32K +$30.9K +1,081 New
CWM
809
Catamount Wealth Management
Connecticut
$30K – – –
OFW
810
Omnia Family Wealth
Florida
$28K – – –
HCM
811
Hilton Capital Management
New York
$28K +$26.8K +935 New
MYIA
812
Mount Yale Investment Advisors
Colorado
$27K – – –
BWA
813
BDO Wealth Advisors
Florida
$27K +$12.9K +452 +101%
TC
814
Trust Company
Kansas
$25K -$888 -31 -4%
KPCM
815
Kings Point Capital Management
New York
$25K – – –
PFBT
816
Parkside Financial Bank & Trust
Missouri
$25K +$1.66K +58 +8%
WEC
817
Winslow Evans & Crocker
Massachusetts
$24K – – –
CAM
818
CenterStar Asset Management
Illinois
$23K – – –
FC
819
Ferris Capital
Massachusetts
$22K – – –
LWA
820
Lowe Wealth Advisors
Maryland
$22K – – –
ML
821
McAdam LLC
Pennsylvania
$21K -$71.7K -2,503 -78%
MMG
822
Monetary Management Group
Missouri
$21K – – –
TFA
823
Toth Financial Advisory
Virginia
$21K +$200 +7 +1%
AWM
824
Aevitas Wealth Management
Massachusetts
$21K +$20.1K +701 New
IFAM
825
Institutional & Family Asset Management
Colorado
$20K -$401 -14 -2%
31 32
33
34 35