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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1026
D.J. St. Germain
Massachusetts
$76.5K +$925 +20 +1%
SL
1027
Salomon & Ludwin
Virginia
$75.7K – – –
CT
1028
Clearstead Trust
Maine
$74.2K – – –
IA
1029
IFG Advisory
Georgia
$73.8K +$73.2K +1,582 New
FF
1030
Friedenthal Financial
New Jersey
$73.3K +$72.7K +1,572 New
PWMG
1031
Prestige Wealth Management Group
New Jersey
$73.1K -$1.57K -34 -2%
BFS
1032
Bare Financial Services
Pennsylvania
$72.6K -$90.2K -1,949 -56%
BIAS
1033
Beacon Investment Advisory Services
New Jersey
$72K – – –
IFWM
1034
Institute for Wealth Management
Colorado
$70.4K +$69.8K +1,510 New
ITIM
1035
Indiana Trust & Investment Management
Indiana
$69.9K – – –
BWL
1036
Bogart Wealth LLC
Virginia
$67.7K +$4.53K +98 +7%
SGK
1037
Steigerwald Gordon & Koch
Virginia
$67.6K – – –
CFG
1038
Chapman Financial Group
Hawaii
$66.8K – – –
GKIM
1039
GW&K Investment Management
Massachusetts
$65K -$4.44K -96 -6%
MUMSS
1040
Mitsubishi UFJ Morgan Stanley Securities
Japan
$64.6K -$115K -2,489 -64%
HIIFS
1041
Harel Insurance Investments & Financial Services
Israel
$64K -$353K -7,632 -85%
PAI
1042
Pittenger & Anderson Inc
Nebraska
$62.3K – – –
SFAM
1043
Sawyer Falduto Asset Management
Illinois
$60.5K – – –
WTC
1044
WhitTier Trust Company
Nevada
$60.3K – – –
AAG
1045
Armstrong Advisory Group
Massachusetts
$59.4K – – –
RFA
1046
Reyes Financial Architecture
California
$58.3K -$18.5K -400 -24%
MCM
1047
Manchester Capital Management
Vermont
$57.4K – – –
CCA
1048
Catalyst Capital Advisors
New York
$57K -$21.3K -460 -27%
RPA
1049
Redwood Park Advisors
California
$56.9K +$463 +10 +0.8%
FGA
1050
Fortis Group Advisors
New Jersey
$56K -$7.26K -157 -12%
40 41
42
43 44