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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$292K +$277K +5,964 New
EW
827
Elyxium Wealth
California
$292K -$42.2K -908 -13%
JWA
828
JFS Wealth Advisors
Pennsylvania
$291K -$12.7K -272 -4%
MIP
829
Marietta Investment Partners
Wisconsin
$289K – – –
WSFS
830
Wilmington Savings Fund Society
Delaware
$289K +$22.4K +482 +9%
EWS
831
Eagle Wealth Strategies
New Jersey
$287K -$6.79K -146 -2%
APP
832
Avantax Planning Partners
Iowa
$285K +$186 +4 +0.1%
CS
833
Capital Square
Tennessee
$284K – – –
EFSCE
834
Enterprise Financial Services Corp (EFSC)
Missouri
$283K -$1.26K -27 -0.5%
DSC
835
Duncker Streett & Co
Missouri
$279K – – –
TCM
836
Telos Capital Management
California
$279K – – –
WA
837
WBH Advisory
Maryland
$277K -$54.1K -1,162 -17%
PP
838
PDS Planning
Ohio
$277K -$930 -20 -0.4%
WMA
839
Wealth Management Associates
New Jersey
$277K – – –
CA
840
Calton & Associates
Florida
$276K +$884 +19 +0.3%
RIA
841
Regal Investment Advisors
Michigan
$276K +$261K +5,621 New
CC
842
Centiva Capital
New York
$275K +$227K +4,889 +688%
PWA
843
Phoenix Wealth Advisors
North Carolina
$274K -$8.65K -186 -3%
USCWA
844
U.S. Capital Wealth Advisors
Texas
$273K +$837 +18 +0.3%
FC
845
Financial Council
Maryland
$272K – – –
GC
846
Grimes & Company
Massachusetts
$271K +$11.5K +247 +5%
TWIM
847
TIAA Wealth Investment Management
New York
$270K +$257K +5,517 New
SFS
848
Stiles Financial Services
Minnesota
$270K +$512 +11 +0.2%
SMC
849
Smith, Moore & Co
Missouri
$269K +$884 +19 +0.3%
MWM
850
Marion Wealth Management
Pennsylvania
$267K +$279 +6 +0.1%
32 33
34
35 36