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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
876
Clifford Swan Investment Counsel
California
$213K -$439 -10 -0.2%
PWAM
877
Private Wealth Asset Management
Iowa
$213K – – –
DWM
878
Drive Wealth Management
Utah
$212K +$206K +4,700 New
KFG
879
Kingdom Financial Group
Arizona
$210K +$205K +4,667 New
MFG
880
MidWestOne Financial Group
Iowa
$210K – – –
WDG
881
Wealth Dimensions Group
Ohio
$210K +$88 +2 +0%
VPF
882
Vantage Point Financial
Illinois
$210K -$878 -20 -0.4%
AIM
883
Acropolis Investment Management
Missouri
$210K -$1.19K -27 -0.6%
PA
884
PFG Advisors
Arizona
$208K -$39.1K -890 -16%
AUB
885
Atlantic Union Bankshares
Virginia
$208K +$141K +3,205 +227%
IA
886
IFP Advisors
Florida
$208K +$78.5K +1,788 +63%
EFG
887
Ethos Financial Group
Pennsylvania
$207K +$202K +4,601 New
TWM
888
Thrive Wealth Management
Pennsylvania
$207K +$202K +4,589 New
MPM
889
Meritage Portfolio Management
Kansas
$206K +$201K +4,583 New
GM
890
GeoWealth Management
Illinois
$206K -$878 -20 -0.4%
NOI
891
Newton One Investments
Delaware
$206K – – –
PA
892
Procyon Advisors
Connecticut
$206K +$201K +4,575 New
SFG
893
SNS Financial Group
Minnesota
$206K +$201K +4,569 New
PFBT
894
Parkside Financial Bank & Trust
Missouri
$205K +$4.26K +97 +2%
SEEDPG
895
S.E.E.D. Planning Group
New York
$205K +$200K +4,550 New
ANTB
896
AMG National Trust Bank
Colorado
$205K +$200K +4,546 New
CB
897
Cadence Bank
Mississippi
$205K -$31.3K -713 -14%
EBWM
898
Eagle Bluffs Wealth Management
Missouri
$204K +$200K +4,543 New
SVWAG
899
Sound View Wealth Advisors Group
Georgia
$204K -$24.5K -558 -11%
HT
900
Heritage Trust
Oklahoma
$204K +$199K +4,530 New
34 35
36
37 38