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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1201
Country Trust Bank
Illinois
$7.55K -$1.53K -33 -18%
UFF
1202
USA Financial Formulas
Michigan
$7.5K -$932K -20,031 -99%
CFM
1203
Cornerstone Financial Management
Massachusetts
$7.5K +$512 +11 +8%
BCM
1204
Boreal Capital Management
Florida
$7.35K – – –
CWA
1205
Carolina Wealth Advisors
South Carolina
$7.35K – – –
TVWM
1206
Tower View Wealth Management
Wisconsin
$6.94K +$93 +2 +1%
APW
1207
Aventura Private Wealth
Florida
$6.62K – – –
KFP
1208
Kerr Financial Planning
California
$6.47K +$1.02M +21,852 +16,068%
SC
1209
SouthState Corp
Florida
$6.42K -$2.14K -46 -26%
AWM
1210
Abound Wealth Management
Tennessee
$6.28K – – –
ACA
1211
American Capital Advisory
Idaho
$6.18K -$140 -3 -2%
LWMI
1212
Legacy Wealth Management (Idaho)
Idaho
$5.88K +$5.58K +120 New
IPS
1213
Investors Portfolio Services
Washington
$5.49K -$791 -17 -13%
BHWM
1214
Bay Harbor Wealth Management
Maryland
$5.49K +$1.49K +32 +40%
NRWA
1215
North Ridge Wealth Advisors
Oregon
$5.45K +$5.16K +111 New
EWP
1216
Elevation Wealth Partners
California
$5.39K +$233 +5 +5%
TIM
1217
Thompson Investment Management
Wisconsin
$5.29K – – –
WA
1218
Whipplewood Advisors
Colorado
$5.29K +$5.02K +108 New
JSAM
1219
J. Safra Asset Management
New York
$5.15K – – –
RWM
1220
Rialto Wealth Management
New York
$5K +$1.72K +37 +57%
RIAS
1221
Rachor Investment Advisory Services
Michigan
$4.94K +$4.7K +101 New
CW
1222
Curio Wealth
Maryland
$4.9K +$326 +7 +8%
IAS
1223
IMA Advisory Services
Colorado
$4.66K +$465 +10 +12%
BSB
1224
Bangor Savings Bank
Maine
$4.41K -$465 -10 -10%
HFS
1225
Hughes Financial Services
Virginia
$4.41K -$326 -7 -7%
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