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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
401
Osborne Partners Capital Management
California
$858K -$65.5K -760 -7%
ZCA
402
Zeke Capital Advisors
Pennsylvania
$858K – – –
ACS
403
Archford Capital Strategies
Illinois
$856K +$3.7K +43 +0.4%
OFW
404
Omnia Family Wealth
Florida
$855K – – –
VFA
405
Voya Financial Advisors
Connecticut
$853K +$79.9K +928 +10%
DAM
406
Diamant Asset Management
Connecticut
$840K – – –
MSA
407
Marino Stram & Associates
Massachusetts
$840K +$134K +1,552 +19%
HPCM
408
High Pointe Capital Management
Illinois
$836K – – –
CT
409
Coastline Trust
Rhode Island
$834K – – –
FDS
410
Freedom Day Solutions
Texas
$808K +$331K +3,843 +72%
EWA
411
EP Wealth Advisors
California
$808K +$555K +6,441 +232%
B
412
Barings
North Carolina
$802K +$327K +3,800 +71%
CFG
413
Citizens Financial Group
Rhode Island
$800K – – –
CEP
414
Chicago Equity Partners
Illinois
$794K – – –
TA
415
Tiedemann Advisors
New York
$791K -$197K -2,285 -20%
WAM
416
Wealthspire Advisors (Maryland)
Maryland
$783K -$49K -569 -6%
RMAM
417
Raab & Moskowitz Asset Management
New Jersey
$783K -$12.5K -145 -2%
BCM
418
Birmingham Capital Management
Alabama
$773K -$34.5K -400 -4%
CI
419
Cigna Investments
Connecticut
$764K -$17.2K -200 -2%
UAS
420
United Asset Strategies
New York
$759K -$5.51K -64 -0.7%
AC
421
Alexandria Capital
Virginia
$751K – – –
DADC
422
D.A. Davidson & Co
Montana
$751K +$85.2K +989 +13%
GG
423
Gofen & Glossberg
Illinois
$737K -$9.48K -110 -1%
SJIM
424
St. Johns Investment Management
Florida
$737K -$5.6K -65 -0.8%
MC
425
Mathes Company
New York
$737K – – –
15 16
17
18 19