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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
901
New Hampshire Trust
New Hampshire
$18.2K +$16.7K +422 New
BWM
902
Baystate Wealth Management
Massachusetts
$18K – – –
CAL
903
Capital Advisors Ltd
Ohio
$18K +$22.8K +578 +462%
NFSG
904
Newbridge Financial Services Group
Florida
$18K +$79 +2 +0.5%
ACM
905
Antonetti Capital Management
Florida
$17.5K +$15.8K +400 +10,000%
HWMA
906
Heritage Wealth Management (Arizona)
Arizona
$16.3K +$10.6K +268 +244%
DWA
907
Delos Wealth Advisors
Texas
$16K – – –
SFM
908
Systematic Financial Management
New Jersey
$15.1K – – –
CYG
909
Clean Yield Group
Vermont
$15K +$13.7K +348 New
SA
910
SRH Advisors
Kansas
$15K -$13.2K -334 -50%
ZIG
911
Zullo Investment Group
Pennsylvania
$14.3K -$2.25K -57 -15%
FCA
912
FinTrust Capital Advisors
South Carolina
$14.1K – – –
SFCL
913
Strengthening Families & Communities LLC
Massachusetts
$14K – – –
WAM
914
Worth Asset Management
Texas
$13.3K -$988 -25 -8%
DAC
915
Dividend Assets Capital
South Carolina
$13K – – –
CCM
916
Cribstone Capital Management
Maine
$13K – – –
MSFP
917
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
TF
918
TimeScale Financial
Massachusetts
$12.9K – – –
MWM
919
Mascoma Wealth Management
New Hampshire
$12.7K – – –
WBC
920
West Branch Capital
Massachusetts
$12.5K – – –
RCM
921
Raleigh Capital Management
North Carolina
$12.4K – – –
AFS
922
Annapolis Financial Services
Maryland
$12.1K – – –
TAIM
923
TD Ameritrade Investment Management
Nebraska
$12K -$2.85K -72 -20%
FMP
924
Financial Management Professionals
Texas
$12K +$1.03K +26 +10%
IHWM
925
Iron Horse Wealth Management
Iowa
$12K +$11.1K +282 New
35 36
37
38 39