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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
501
Atria Investments
North Carolina
$997K +$285K +2,693 +37%
OAM
502
Occidental Asset Management
California
$991K +$1.05M +9,872 New
JJBC
503
James J. Burns & Company
New York
$982K -$16.7K -158 -2%
EIA
504
Edgemoor Investment Advisors
Maryland
$982K – – –
FCP
505
Fidelis Capital Partners
Florida
$974K -$11.5K -109 -1%
RWM
506
Rockline Wealth Management
New York
$962K +$221K +2,085 +28%
CT
507
Clearstead Trust
Maine
$957K +$16.4K +155 +2%
MMG
508
Monetary Management Group
Missouri
$948K -$21.2K -200 -2%
UAS
509
United Asset Strategies
New York
$947K -$2.33K -22 -0.2%
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$945K -$69.1K -653 -6%
WT
511
Washington Trust
Rhode Island
$935K -$33.2K -314 -3%
AAG
512
Armstrong Advisory Group
Massachusetts
$934K -$52.6K -497 -5%
AWM
513
AE Wealth Management
Kansas
$933K +$272K +2,567 +38%
GSEP
514
Golden State Equity Partners
California
$914K +$420K +3,966 +77%
KFS
515
Keynote Financial Services
Connecticut
$913K – – –
SRL
516
Scientech Research LLC
New Jersey
$902K +$951K +8,986 New
DO
517
denkapparat Operations
Germany
$899K -$313K -2,956 -25%
KCAM
518
Kagan Cocozza Asset Management
New Jersey
$897K -$120K -1,135 -11%
BRWA
519
B. Riley Wealth Advisors
Florida
$895K +$944K +8,914 New
SF
520
Synovus Financial
Georgia
$893K -$888K -8,384 -49%
FFA
521
Farther Finance Advisors
California
$893K +$11.6K +110 +1%
TI
522
Tidal Investments
Wisconsin
$887K -$162K -1,526 -15%
MAM
523
Mystic Asset Management
Rhode Island
$887K +$2.75K +26 +0.3%
AWM
524
Aviso Wealth Management
Washington
$882K -$28.5K -269 -3%
GSC
525
G&S Capital
Colorado
$881K -$21.4K -202 -2%
19 20
21
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