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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
901
TimeScale Financial
Massachusetts
$14.4K +$124 +3 +0.9%
VWM
902
Venturi Wealth Management
Texas
$14.3K – – –
SA
903
SRH Advisors
Kansas
$14.2K – – –
SFM
904
Systematic Financial Management
New Jersey
$14.2K – – –
GIA
905
GHP Investment Advisors
Colorado
$14.1K -$19.8K -480 -58%
FCA
906
FinTrust Capital Advisors
South Carolina
$14.1K – – –
SSG
907
Summit Securities Group
New York
$14K +$13.8K +335 +33,500%
CAC
908
Core Alternative Capital
Georgia
$13.8K – – –
CYG
909
Clean Yield Group
Vermont
$12.9K +$5.87K +142 +82%
WAM
910
Worth Asset Management
Texas
$12.7K +$83 +2 +0.6%
AI
911
AXS Investments
New York
$12.5K -$9.22K -223 -42%
SIS
912
Strategic Investment Solutions
Illinois
$12.2K -$51.2K -1,238 -80%
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
$12.2K – – –
DAC
914
Dividend Assets Capital
South Carolina
$12K – – –
FMP
915
Financial Management Professionals
Texas
$12K +$4.01K +97 +47%
GKIM
916
GW&K Investment Management
Massachusetts
$12K +$12.3K +298 +4,967%
WBC
917
West Branch Capital
Massachusetts
$11.8K – – –
IHWM
918
Iron Horse Wealth Management
Iowa
$11.5K – – –
AFS
919
Annapolis Financial Services
Maryland
$11.4K – – –
OLVIG
920
Oliver Lagore Vanvalin Investment Group
Michigan
$11.2K – – –
RCM
921
Raleigh Capital Management
North Carolina
$10.9K – – –
BIA
922
Bell Investment Advisors
California
$10.8K -$992 -24 -8%
CSC
923
Caldwell Sutter Capital
California
$10.6K +$1.78K +43 +20%
OA
924
Operose Advisors
Wisconsin
$10.3K – – –
PI
925
PineBridge Investments
New York
$10.3K -$16.9M -409,984 -100%
35 36
37
38 39