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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
1101
Holos Integrated Wealth
Pennsylvania
$17.4K – – –
TH
1102
TCTC Holdings
Texas
$17.1K – – –
GFA
1103
Godfrey Financial Associates
New York
$17K +$17.8K +391 New
WTA
1104
Washington Trust Advisors
Massachusetts
$15.8K – – –
HWA
1105
Heritage Wealth Advisors
Virginia
$15.5K – – –
RCM
1106
Richardson Capital Management
Wisconsin
$15.3K – – –
AA
1107
Ancora Advisors
Ohio
$15K +$12.5K +274 +397%
FG
1108
Fairman Group
Pennsylvania
$14.9K – – –
SA
1109
SRH Advisors
Kansas
$14.8K – – –
DIP
1110
DT Investment Partners
Pennsylvania
$14.7K – – –
BCWM
1111
Bartlett & Co Wealth Management
Ohio
$14.6K +$6.85K +150 +81%
SR
1112
Swiss Re
Switzerland
$14.3K +$15K +329 New
GA
1113
GoalVest Advisory
New York
$14.2K – – –
LWM
1114
Lodestone Wealth Management
Washington
$14.2K +$14.8K +325 New
RWM
1115
Raffa Wealth Management
District of Columbia
$14.1K – – –
WA
1116
WPG Advisers
Maryland
$13.6K +$4.06K +89 +40%
HWP
1117
Highline Wealth Partners
California
$13.5K – – –
CB
1118
CNB Bank
Pennsylvania
$13.1K – – –
MSFP
1119
Mark Sheptoff Financial Planning
Connecticut
$13.1K – – –
VNA
1120
Valley National Advisers
Pennsylvania
$13K +$4.38K +96 +46%
MCM
1121
MidAtlantic Capital Management
Virginia
$12.9K +$13.6K +297 New
TFA
1122
Transamerica Financial Advisors
Florida
$12.4K +$7.17K +157 +123%
KG
1123
Kilter Group
New York
$12.3K +$3.19K +70 +33%
DWS
1124
Dynamic Wealth Strategies
California
$12.2K – – –
SA
1125
Scarborough Advisors
Maryland
$12.1K – – –
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