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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
576
9258 Wealth Management
Ohio
$333K – – –
AAM
577
Autus Asset Management
Arizona
$332K -$112K -1,505 -25%
BC
578
Burney Company
Virginia
$332K – – –
IIM
579
Ipswich Investment Management
Massachusetts
$328K – – –
TCM
580
Twin Capital Management
Pennsylvania
$326K -$31.4K -420 -9%
FHA
581
Flagship Harbor Advisors
Massachusetts
$326K – – –
KPWS
582
Kestra Private Wealth Services
Texas
$325K -$4.78K -64 -1%
PA
583
Procyon Advisors
Connecticut
$325K +$821 +11 +0.2%
TCWM
584
Total Clarity Wealth Management
Illinois
$324K +$333K +4,458 New
KFI
585
Key Financial Inc
Pennsylvania
$323K – – –
SW
586
SVB Wealth
Massachusetts
$322K +$54.1K +724 +20%
PB
587
Pinnacle Bancorp
Nebraska
$321K – – –
BL
588
Balentine LLC
Georgia
$321K +$330K +4,415 New
RWA
589
Ropes Wealth Advisors
Massachusetts
$321K +$331K +4,428 New
CB
590
Community Bank
New York
$317K -$82.1K -1,100 -20%
SRC
591
Shufro Rose & Co
New York
$316K +$4.33K +58 +1%
CCA
592
Checchi Capital Advisers
California
$315K +$23.9K +320 +8%
FPWM
593
FSB Premier Wealth Management
Iowa
$314K – – –
LFAS
594
Level Four Advisory Services
Texas
$313K +$30.4K +407 +10%
TA
595
TFG Advisers
Michigan
$308K -$15.2K -204 -5%
VBCG
596
Valley Brook Capital Group
Pennsylvania
$308K – – –
EF
597
Empirical Finance
Pennsylvania
$306K +$18.5K +248 +6%
LIM
598
Longfellow Investment Management
Massachusetts
$305K – – –
AFS
599
Annapolis Financial Services
Maryland
$304K – – –
HWM
600
Hemington Wealth Management
Virginia
$304K +$1.34K +18 +0.4%
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