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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
801
Harel Insurance Investments & Financial Services
Israel
$267K -$347K -7,900 -57%
BMCM
802
Bryn Mawr Capital Management
Pennsylvania
$265K +$259K +5,888 New
PFM
803
Patton Fund Management
Texas
$264K -$2.32M -52,911 -90%
IA
804
Invested Advisors
Pennsylvania
$264K +$304K +6,915 New
PWA
805
Phoenix Wealth Advisors
North Carolina
$263K +$5.18K +118 +2%
WFI
806
West Family Investments
California
$262K +$1.8K +41 +0.7%
CB
807
Community Bank
New York
$259K -$456K -10,390 -64%
DSC
808
Duncker Streett & Co
Missouri
$256K +$26.4K +602 +12%
EFSCE
809
Enterprise Financial Services Corp (EFSC)
Missouri
$256K -$5.75K -131 -2%
TCM
810
Telos Capital Management
California
$256K – – –
SWM
811
SeaCrest Wealth Management
New York
$254K +$9K +205 +4%
RPCONE
812
Retirement Planning Company of New England
Rhode Island
$253K – – –
CA
813
Calton & Associates
Florida
$252K +$878 +20 +0.4%
GSB
814
Greenfield Savings Bank
Massachusetts
$252K +$8.21K +187 +3%
USCWA
815
U.S. Capital Wealth Advisors
Texas
$251K -$32.8K -747 -12%
LWA
816
Lineweaver Wealth Advisors
Ohio
$250K -$1.76K -40 -0.7%
FC
817
Financial Council
Maryland
$250K – – –
BWFA
818
Baltimore-Washington Financial Advisors
Maryland
$248K -$2.15K -49 -0.9%
NAG
819
Northstar Advisory Group
New Jersey
$248K -$13.9K -316 -5%
SMC
820
Smith, Moore & Co
Missouri
$248K +$6.41K +146 +3%
SP
821
Successful Portfolios
Florida
$247K -$15.9K -363 -6%
BBHC
822
Brown Brothers Harriman & Co
New York
$246K +$26.2K +597 +12%
SFS
823
Stiles Financial Services
Minnesota
$245K +$2.2K +50 +0.9%
FFM
824
Forum Financial Management
Illinois
$245K +$1.54K +35 +0.6%
MWM
825
Marion Wealth Management
Pennsylvania
$245K +$264 +6 +0.1%
31 32
33
34 35