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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
401
RWA Wealth Partners
Massachusetts
$923K – – –
XT
402
XTX Topco
Cayman Islands
$919K +$1.03M +10,712 New
PMIA
403
Patrick Mauro Investment Advisor
Illinois
$913K +$1.03M +10,643 New
FMWA
404
Forvis Mazars Wealth Advisors
Missouri
$898K -$22.7K -235 -2%
LIM
405
Leavell Investment Management
Alabama
$896K – – –
EWM
406
Evercore Wealth Management
New York
$879K – – –
PAM
407
Pegasus Asset Management
New York
$878K – – –
TT
408
TI-Trust
Illinois
$876K – – –
DAS
409
Dynamic Advisor Solutions
Arizona
$875K +$140K +1,456 +17%
MIAN
410
Mariner Independent Advisor Network
Kansas
$873K -$23.1K -239 -2%
DC
411
Davenport & Co
Virginia
$871K +$20.2K +209 +2%
MMG
412
Monetary Management Group
Missouri
$870K -$24.1K -250 -2%
CTC
413
Central Trust Company
Missouri
$869K – – –
EIA
414
Edgemoor Investment Advisors
Maryland
$865K – – –
HI
415
Hendershot Investments
Virginia
$859K -$31.4K -325 -3%
HTC
416
Haverford Trust Company
Pennsylvania
$855K +$214K +2,214 +29%
CG
417
Caprock Group
Idaho
$846K +$143K +1,486 +18%
GVAG
418
Great Valley Advisor Group
Delaware
$845K +$76.7K +795 +9%
TW
419
TrinityPoint Wealth
Connecticut
$843K +$34.1K +353 +4%
VAS
420
Vestmark Advisory Solutions
Massachusetts
$837K +$151K +1,560 +19%
SS
421
Simplicity Solutions
Minnesota
$831K -$282K -2,921 -23%
CA
422
Cetera Advisors
Colorado
$826K -$97K -1,005 -9%
PAS
423
Park Avenue Securities
New York
$826K +$219K +2,269 +31%
JPLA
424
Joseph P. Lucia & Associates
New York
$824K +$10.4K +108 +1%
MAM
425
Mystic Asset Management
Rhode Island
$817K +$6.75K +70 +0.7%
15 16
17
18 19