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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$670K -$75.2K -826 -10%
DAS
502
Dynamic Advisor Solutions
Arizona
$661K -$16.9K -186 -2%
EH
503
Equitable Holdings
New York
$659K -$35.5K -390 -5%
RAG
504
RIA Advisory Group
Iowa
$657K +$31.7K +348 +5%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$651K +$106K +1,166 +18%
JWM
506
Jeppson Wealth Management
California
$649K -$14.8K -162 -2%
PTP
507
Platform Technology Partners
New York
$648K +$2.1K +23 +0.3%
CPIA
508
Cornell Pochily Investment Advisors
New York
$643K -$32.2K -354 -4%
CL
509
Choreo LLC
Illinois
$640K +$13.8K +152 +2%
SC
510
Savant Capital
Illinois
$640K -$34.1K -374 -5%
WA
511
Wealth Alliance
New York
$635K +$273 +3 +0%
OFW
512
Omnia Family Wealth
Florida
$635K – – –
JPWM
513
Jamison Private Wealth Management
Georgia
$627K +$668K +7,333 New
SDAM
514
Shulman DeMeo Asset Management
New York
$626K +$729 +8 +0.1%
CAMG
515
CWA Asset Management Group
Florida
$618K +$72.8K +799 +12%
DWM
516
Dakota Wealth Management
Florida
$617K +$657K +7,217 New
PA
517
Parallel Advisors
California
$616K -$44.7K -491 -6%
AIA
518
Affinity Investment Advisors
California
$611K – – –
FPF
519
First Pacific Financial
Washington
$608K -$17.2K -189 -3%
FAP
520
Financial Advisory Partners
Florida
$608K -$30.9K -339 -5%
DADC
521
D.A. Davidson & Co
Montana
$604K +$24K +263 +4%
CSI
522
Cross Staff Investments
New York
$598K – – –
CAM
523
Cubic Asset Management
Massachusetts
$598K – – –
SW
524
SlateStone Wealth
Florida
$597K +$252K +2,769 +66%
BCM
525
Birmingham Capital Management
Alabama
$596K -$5.92K -65 -0.9%
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