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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
901
Icon Wealth Partners
Texas
$33K +$31.7K +931 New
SIM
902
Sonora Investment Management
Arizona
$32K -$7.73K -227 -20%
TIM
903
Tortoise Investment Management
New York
$32K +$11.2K +328 +58%
BWM
904
Baystate Wealth Management
Massachusetts
$31K +$5.45K +160 +23%
WCG
905
Weaver Consulting Group
California
$31K +$29.6K +869 New
HDIM
906
Hanson & Doremus Investment Management
Vermont
$30K -$1.77K -52 -6%
HCM
907
Hilton Capital Management
New York
$30K – – –
PMFA
908
Plante Moran Financial Advisors
Michigan
$30K – – –
KPCM
909
Kings Point Capital Management
New York
$29K – – –
TC
910
Trust Company
Kansas
$29K – – –
LFASL
911
Lugano Financial Advisors SA (LFA)
Switzerland
$29K +$28K +823 New
SFA
912
Semmax Financial Advisors
North Carolina
$28K -$9.81K -288 -27%
IFAM
913
Institutional & Family Asset Management
Colorado
$28K -$477 -14 -2%
IBOK
914
Independence Bank of Kentucky
Kentucky
$28K – – –
VRM
915
Vectors Research Management
New York
$28K – – –
CAW
916
Cornerstone Advisors (Washington)
Washington
$28K +$8.34K +245 +46%
PCP
917
Proficio Capital Partners
Massachusetts
$27K +$5.45K +160 +27%
GWS
918
Glassman Wealth Services
Virginia
$27K +$6.91K +203 +37%
CIM
919
Centersquare Investment Management
Pennsylvania
$26K +$24.3K +715 New
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$25.2K +$24K +705 New
LWA
921
Lowe Wealth Advisors
Maryland
$25K – – –
MMG
922
Monetary Management Group
Missouri
$25K – – –
TFA
923
Toth Financial Advisory
Virginia
$25K +$170 +5 +0.7%
FBT
924
First Bank & Trust
South Dakota
$25K +$23.9K +701 New
TL
925
TrueWealth LLC
Georgia
$24K +$4.12K +121 +22%
35 36
37
38 39