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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
601
Monument Capital Management
Virginia
$555K -$4.05K -41 -0.8%
PWM
602
Perigon Wealth Management
California
$555K -$7.02K -71 -1%
IAIM
603
International Assets Investment Management
Florida
$554K -$2.57K -26 -0.5%
RAG
604
RIA Advisory Group
Iowa
$551K +$523K +5,291 New
FFA
605
Farther Finance Advisors
California
$547K -$67.2K -679 -11%
CF
606
Centaurus Financial
California
$546K -$46.6K -471 -8%
KCFA
607
Key Client Fiduciary Advisors
New Jersey
$545K -$29.2K -295 -5%
CCA
608
Cobblestone Capital Advisors
New York
$544K +$396 +4 +0.1%
BF
609
BOK Financial
Oklahoma
$543K +$13.8K +140 +3%
DAS
610
Diversify Advisory Services
Utah
$543K -$118K -1,191 -19%
KWM
611
Koa Wealth Management
California
$541K -$19.8K -200 -4%
CAG
612
Crestwood Advisors Group
Massachusetts
$537K +$19K +192 +4%
LA
613
LVW Advisors
New York
$536K +$16.5K +167 +3%
SFM
614
Signet Financial Management
New Jersey
$535K -$115K -1,160 -18%
MBT
615
Montecito Bank & Trust
California
$532K +$222K +2,247 +79%
LNWWM
616
Laird Norton Wetherby Wealth Management
California
$531K +$41.2K +417 +9%
SA
617
Strategic Advisors
New York
$531K – – –
CIC
618
Carnegie Investment Counsel
Ohio
$530K – – –
AIM
619
Ausbil Investment Management
Australia
$529K +$502K +5,080 New
RIA
620
Richwood Investment Advisors
Ohio
$529K -$3.46K -35 -0.7%
PWM
621
Palumbo Wealth Management
New York
$525K +$199K +2,013 +66%
AF
622
Allworth Financial
California
$523K +$15.9K +161 +3%
BWM
623
Brophy Wealth Management
New Hampshire
$521K +$495K +5,006 New
AIM
624
Aquila Investment Management
New York
$521K +$495K +5,000 New
BWS
625
Buck Wealth Strategies
Colorado
$514K -$228K -2,307 -32%
23 24
25
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