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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
576
Burney Company
Virginia
$386K -$3.14K -40 -0.9%
IIM
577
Ipswich Investment Management
Massachusetts
$386K – – –
LFAS
578
Level Four Advisory Services
Texas
$385K +$16.3K +208 +5%
BAM
579
Belpointe Asset Management
Nevada
$382K -$78.6K -1,000 -18%
GC
580
Grimes & Company
Massachusetts
$382K -$26.6K -338 -7%
PA
581
Procyon Advisors
Connecticut
$381K -$864 -11 -0.2%
QC
582
Quent Capital
New York
$381K +$351K +4,469 New
KFI
583
Key Financial Inc
Pennsylvania
$380K – – –
TCWM
584
Total Clarity Wealth Management
Illinois
$380K – – –
GT
585
Greenleaf Trust
Michigan
$380K +$83.7K +1,065 +31%
EWM
586
Empirical Wealth Management
Washington
$376K +$346K +4,402 New
WAAG
587
Wealth Alliance Advisory Group
Kansas
$375K +$78.6K +1,000 +29%
KPWS
588
Kestra Private Wealth Services
Texas
$374K -$7.39K -94 -2%
PIC
589
Portland Investment Counsel
Ontario, Canada
$373K -$266K -3,380 -44%
CSB
590
City State Bank
Iowa
$373K +$344K +4,374 New
CCA
591
Checchi Capital Advisers
California
$372K +$1.89K +24 +0.6%
FPWM
592
FSB Premier Wealth Management
Iowa
$369K – – –
OPS
593
Orion Portfolio Solutions
Nebraska
$369K +$15.7K +200 +5%
VWMG
594
Virginia Wealth Management Group
Virginia
$367K +$338K +4,300 New
SA
595
Strategic Advisors
New York
$367K +$338K +4,304 New
AFS
596
Annapolis Financial Services
Maryland
$366K +$7.86K +100 +2%
VBCG
597
Valley Brook Capital Group
Pennsylvania
$362K – – –
VAS
598
Vestmark Advisory Solutions
Massachusetts
$362K +$73.2K +931 +28%
HT
599
HighTower Trust
Texas
$362K +$333K +4,242 New
MSFS
600
Main Street Financial Solutions
Pennsylvania
$360K -$51.5K -656 -13%
22 23
24
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