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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
626
ORG Wealth Partners
Texas
$595K +$17.8K +168 +3%
APM
627
Advanced Portfolio Management
New York
$595K – – –
PWP
628
Principle Wealth Partners
Connecticut
$595K – – –
EAM
629
Erste Asset Management
Austria
$593K +$639K +6,039 New
MFG
630
Magnus Financial Group
New York
$592K +$1.91K +18 +0.3%
SMA
631
Sage Mountain Advisors
Georgia
$591K +$212 +2 +0%
SWP
632
Sagespring Wealth Partners
Tennessee
$588K +$117K +1,106 +23%
AG
633
Ascent Group
Virginia
$586K +$321K +3,029 +108%
CA
634
Continuum Advisory
Idaho
$579K +$556K +5,252 +1,010%
CCA
635
Checchi Capital Advisers
California
$578K -$27.2K -257 -4%
MCM
636
Monument Capital Management
Virginia
$577K +$47.2K +446 +8%
SB
637
Strategic Blueprint
Georgia
$574K +$159K +1,502 +36%
IC
638
Inscription Capital
Texas
$573K +$54.3K +513 +10%
CPCPP
639
Canada Post Corporation Pension Plan
Canada
$570K +$602K +5,685 New
QWM
640
Quadcap Wealth Management
Texas
$570K +$4.55K +43 +0.8%
SL
641
Summitry LLC
California
$570K +$235K +2,220 +64%
WA
642
Wealth Architects
California
$570K -$2.54K -24 -0.4%
GWAM
643
Guardian Wealth Advisors (Minnesota)
Minnesota
$569K -$30.5K -288 -5%
SAM
644
Sompo Asset Management
Japan
$567K +$169K +1,600 +40%
CRIG
645
Charter Research & Investment Group
Connecticut
$567K – – –
DIP
646
Davis Investment Partners
North Carolina
$566K +$7.2K +68 +1%
PCIA
647
Prime Capital Investment Advisors
Kansas
$565K -$33.8K -319 -5%
MGP
648
M&G plc
United Kingdom
$564K -$1.22M -11,498 -67%
MC
649
Miramar Capital
Illinois
$562K – – –
PCG
650
Prosperity Consulting Group
Maryland
$560K +$1.8K +17 +0.3%
24 25
26
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