We are live on ! Find out more
EXC icon

Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
901
Moors & Cabot
Massachusetts
$212K +$4.79K +105 +2%
UF
902
Univest Financial
Pennsylvania
$211K – – –
TFS
903
Thoroughbred Financial Services
Tennessee
$211K -$2.37K -52 -1%
MUMSS
904
Mitsubishi UFJ Morgan Stanley Securities
Japan
$210K +$220K +4,824 New
BWP
905
BSW Wealth Partners
Colorado
$209K +$219K +4,805 New
AA
906
Armis Advisers
Georgia
$209K -$35K -766 -15%
CMBA
907
C.M. Bidwell & Associates
Hawaii
$209K -$7.07K -155 -3%
BWM
908
Biltmore Wealth Management
Arizona
$208K +$1.96K +43 +0.9%
VPF
909
Vantage Point Financial
Illinois
$205K +$1.6K +35 +0.8%
S
910
Sunpointe
Missouri
$205K +$214K +4,695 New
CSIC
911
Clifford Swan Investment Counsel
California
$204K -$2.28K -50 -1%
MFG
912
MidWestOne Financial Group
Iowa
$203K – – –
WDG
913
Wealth Dimensions Group
Ohio
$203K +$91 +2 +0%
GWMR
914
GC Wealth Management RIA
Massachusetts
$203K -$762K -16,700 -78%
AIM
915
Acropolis Investment Management
Missouri
$202K -$8.81K -193 -4%
FWA
916
FSM Wealth Advisors
Ohio
$201K +$5.93K +130 +3%
RT
917
Rockland Trust
Massachusetts
$201K -$204K -4,477 -49%
MMG
918
Monetary Management Group
Missouri
$201K -$22.8K -500 -10%
SEEDPG
919
S.E.E.D. Planning Group
New York
$201K +$2.28K +50 +1%
AC
920
Apella Capital
Connecticut
$200K +$210K +4,598 New
SIS
921
Strategic Investment Solutions
Illinois
$200K +$26K +570 +14%
NOI
922
Newton One Investments
Delaware
$200K – – –
AUB
923
Atlantic Union Bankshares
Virginia
$198K -$3.42K -75 -2%
NB
924
NBT Bank
New York
$195K +$20.5K +450 +11%
HPWM
925
High Point Wealth Management
New Jersey
$185K +$194K +4,254 New
35 36
37
38 39