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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
551
Caprock Group
Idaho
$587K +$144K +1,615 +33%
WAM
552
Weiss Asset Management
Massachusetts
$581K -$2.24M -25,110 -80%
PFS
553
Prospera Financial Services
Texas
$579K +$167K +1,874 +42%
SFM
554
Signet Financial Management
New Jersey
$573K -$9.02K -101 -2%
GWAM
555
Guardian Wealth Advisors (Minnesota)
Minnesota
$573K +$1.16K +13 +0.2%
AIMCA
556
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$573K – – –
RAG
557
RIA Advisory Group
Iowa
$571K -$126K -1,407 -18%
FTIS
558
First Trust Investment Solutions
Florida
$570K +$560K +6,271 New
PAG
559
Powers Advisory Group
Illinois
$569K -$10.6K -119 -2%
MG
560
Mather Group
Illinois
$563K +$43.2K +484 +8%
AIM
561
Aigen Investment Management
New York
$563K -$21.7K -243 -4%
JJBC
562
James J. Burns & Company
New York
$563K +$71.5K +800 +15%
KPWS
563
Kestra Private Wealth Services
Texas
$563K +$21.6K +242 +4%
LA
564
Lifeworks Advisors
Michigan
$561K -$25.6K -287 -4%
AWA
565
Aaron Wealth Advisors
Illinois
$560K -$27K -302 -5%
MC
566
Miramar Capital
Illinois
$559K -$29K -325 -5%
BWS
567
Buck Wealth Strategies
Colorado
$557K -$19K -213 -3%
HI
568
Horizon Investments
North Carolina
$557K +$135K +1,515 +32%
DAM
569
Diamant Asset Management
Connecticut
$556K – – –
SFSG
570
Sound Financial Strategies Group
Mississippi
$554K -$277K -3,103 -34%
WA
571
Wealth Architects
California
$551K -$11.7K -131 -2%
DGAM
572
Desjardins Global Asset Management
Quebec, Canada
$551K -$167K -1,865 -24%
BFA
573
Brendel Financial Advisors
New Hampshire
$546K +$536K +5,997 New
SG
574
Sourcerock Group
Colorado
$546K +$536K +6,000 New
UAS
575
United Asset Strategies
New York
$544K +$19.2K +215 +4%
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23
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