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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
401
Spinnaker Trust
Maine
$634K +$75.2K +1,000 +14%
NC
402
NewSquare Capital
Pennsylvania
$634K +$84.4K +1,123 +16%
HIC
403
Holderness Investments Company
North Carolina
$631K +$611K +8,125 New
RFM
404
Royal Fund Management
Florida
$628K – – –
DADC
405
D.A. Davidson & Co
Montana
$623K -$131K -1,745 -18%
HAG
406
HighPoint Advisor Group
Illinois
$620K -$43.6K -580 -7%
CAM
407
Carret Asset Management
New York
$618K -$10.9K -145 -2%
VIA
408
Virtus Investment Advisers
Connecticut
$616K -$1.54M -20,547 -72%
CB
409
Chemical Bank
Michigan
$614K -$20.1K -267 -3%
LNC
410
Lincoln National Corp
Pennsylvania
$613K +$125K +1,664 +27%
PFS
411
Physicians Financial Services
North Carolina
$612K -$67.7K -900 -10%
CI
412
Conning Inc
Connecticut
$595K +$5.26K +70 +0.9%
MSV
413
MN Services Vermogensbeheer
Netherlands
$590K +$27.8K +370 +5%
AWM
414
AE Wealth Management
Kansas
$587K +$301K +4,010 +113%
WA
415
Wealth Architects
California
$584K +$75 +1 +0%
PCM
416
Palisade Capital Management
New Jersey
$582K – – –
S
417
SignatureFD
Georgia
$582K +$115K +1,530 +26%
EWM
418
Evercore Wealth Management
New York
$580K +$12.9K +171 +2%
CC
419
ClearArc Capital
Ohio
$578K +$1.58K +21 +0.3%
CAM
420
Cubic Asset Management
Massachusetts
$577K – – –
ECM
421
Everence Capital Management
Indiana
$572K – – –
RP
422
Rowlandmiller & Partners
Georgia
$572K – – –
WI
423
WrapManager Inc
California
$566K -$11.1K -148 -2%
KF
424
Krilogy Financial
Missouri
$565K – – –
B
425
Barings
North Carolina
$563K -$218K -2,900 -29%
15 16
17
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