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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
601
Orion Portfolio Solutions
Nebraska
$300K -$48K -643 -13%
PFSC
602
Peoples Financial Services Corp
Pennsylvania
$300K – – –
IC
603
Inscription Capital
Texas
$298K -$32.1K -430 -9%
PGAM
604
Princeton Global Asset Management
New Jersey
$298K +$2.17K +29 +0.7%
SWP
605
Stratos Wealth Partners
Ohio
$298K +$3.29K +44 +1%
UCMOK
606
United Capital Management of KS
Kansas
$295K -$89.8K -1,203 -23%
IC
607
IEQ Capital
California
$295K +$91.1K +1,220 +43%
DCM
608
Dupont Capital Management
Delaware
$294K -$164K -2,202 -35%
HWMG
609
Hurlow Wealth Management Group
Indiana
$290K – – –
OPCM
610
Osborne Partners Capital Management
California
$290K – – –
RIA
611
Realta Investment Advisors
Delaware
$288K +$43.7K +586 +17%
CPA
612
Court Place Advisors
Maryland
$287K – – –
ACM
613
Allred Capital Management
Texas
$286K – – –
SP
614
Symmetry Partners
Connecticut
$285K – – –
MCM
615
Monument Capital Management
Virginia
$285K +$21.2K +284 +8%
CG
616
Colony Group
Massachusetts
$282K -$214K -2,863 -42%
FT
617
Fiduciary Trust
Massachusetts
$279K -$373 -5 -0.1%
SCM
618
Schnieders Capital Management
California
$279K – – –
ADL
619
Asset Dedication LLC
California
$275K +$103K +1,382 +58%
NA
620
NewEdge Advisors
Louisiana
$273K -$25.5K -341 -8%
AA
621
Addison Advisors
Vermont
$272K – – –
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$272K +$31.3K +419 +13%
WS
623
Wedbush Securities
California
$271K +$279K +3,738 New
IAA
624
Independent Advisor Alliance
North Carolina
$270K -$30.9K -414 -10%
NSIM
625
North Star Investment Management
Illinois
$267K – – –
23 24
25
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