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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
401
NewSquare Capital
Pennsylvania
$634K +$84.4K +1,123 +16%
HIC
402
Holderness Investments Company
North Carolina
$631K +$611K +8,125 New
RFM
403
Royal Fund Management
Florida
$628K – – –
DADC
404
D.A. Davidson & Co
Montana
$623K -$131K -1,745 -18%
HAG
405
HighPoint Advisor Group
Illinois
$620K -$43.6K -580 -7%
CAM
406
Carret Asset Management
New York
$618K -$10.9K -145 -2%
VIA
407
Virtus Investment Advisers
Connecticut
$616K -$1.54M -20,547 -72%
CB
408
Chemical Bank
Michigan
$614K -$20.1K -267 -3%
LNC
409
Lincoln National Corp
Pennsylvania
$613K +$125K +1,664 +27%
PFS
410
Physicians Financial Services
North Carolina
$612K -$67.7K -900 -10%
CI
411
Conning Inc
Connecticut
$595K +$5.26K +70 +0.9%
MSV
412
MN Services Vermogensbeheer
Netherlands
$590K +$27.8K +370 +5%
AWM
413
AE Wealth Management
Kansas
$587K +$301K +4,010 +113%
WA
414
Wealth Architects
California
$584K +$75 +1 +0%
PCM
415
Palisade Capital Management
New Jersey
$582K – – –
S
416
SignatureFD
Georgia
$582K +$115K +1,530 +26%
EWM
417
Evercore Wealth Management
New York
$580K +$12.9K +171 +2%
CC
418
ClearArc Capital
Ohio
$578K +$1.58K +21 +0.3%
CAM
419
Cubic Asset Management
Massachusetts
$577K – – –
ECM
420
Everence Capital Management
Indiana
$572K – – –
RP
421
Rowlandmiller & Partners
Georgia
$572K – – –
WI
422
WrapManager Inc
California
$566K -$11.1K -148 -2%
KF
423
Krilogy Financial
Missouri
$565K – – –
MIFH
424
Migdal Insurance & Financial Holdings
Israel
$563K -$71.7K -954 -12%
BHWM
425
Bar Harbor Wealth Management
New Hampshire
$558K -$428K -5,700 -44%
15 16
17
18 19