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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
426
Parplus Partners
New York
$749K +$742K +8,283 New
BAM
427
Belpointe Asset Management
Nevada
$747K +$172K +1,924 +30%
BCM
428
Birmingham Capital Management
Alabama
$740K -$12.1K -135 -2%
HIC
429
Holderness Investments Company
North Carolina
$737K +$35.8K +400 +5%
V
430
Veritable
Delaware
$725K +$13.7K +153 +2%
UAS
431
United Asset Strategies
New York
$722K -$52.9K -591 -7%
IAA
432
Independent Advisor Alliance
North Carolina
$722K +$168K +1,874 +31%
OPCM
433
Osborne Partners Capital Management
California
$716K -$122K -1,364 -15%
RWP
434
RWA Wealth Partners
Massachusetts
$716K – – –
NVCHI
435
New Vernon Capital Holdings II
New Jersey
$715K +$708K +7,908 New
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$712K +$3.4K +38 +0.5%
RFM
437
Royal Fund Management
Florida
$710K -$22.4K -250 -3%
ACM
438
Azimuth Capital Management
Michigan
$710K -$13.4K -150 -2%
ACM
439
Adalta Capital Management
New York
$710K -$8.96K -100 -1%
SC
440
Savant Capital
Illinois
$710K +$11.5K +128 +2%
CFG
441
Citizens Financial Group
Rhode Island
$706K -$119K -1,324 -15%
SJIM
442
St. Johns Investment Management
Florida
$704K -$55.6K -621 -7%
AT
443
Arden Trust
Delaware
$701K – – –
LMAM
444
Legg Mason Asset Management
Japan
$690K +$65.4K +730 +10%
ZCA
445
Zeke Capital Advisors
Pennsylvania
$688K -$36.1K -403 -5%
MRCM
446
M&R Capital Management
New Jersey
$687K – – –
II
447
Inspire Investing
Idaho
$686K +$28.8K +321 +4%
PCM
448
Palisade Capital Management
New Jersey
$679K – – –
UCMOK
449
United Capital Management of KS
Kansas
$678K +$76.1K +850 +13%
ACM
450
Allred Capital Management
Texas
$677K +$179 +2 +0%
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18
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