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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
651
Walled Lake Planning & Wealth Management
Illinois
$461K +$438K +4,430 New
CG
652
Caprock Group
Idaho
$461K +$103K +1,038 +31%
TSS
653
Two Sigma Securities
New York
$458K -$236K -2,382 -35%
GXJ
654
Global X Japan
Japan
$458K -$16.8K -170 -4%
IA
655
Insight Advisors
Pennsylvania
$458K – – –
MAM
656
Milestone Asset Management
Pennsylvania
$457K -$620K -6,272 -59%
IC
657
Inscription Capital
Texas
$457K -$65.2K -659 -13%
CWS
658
Confluence Wealth Services
Pennsylvania
$457K – – –
VV
659
Verity & Verity
South Carolina
$457K +$29.4K +297 +7%
HH
660
Hilltop Holdings
Texas
$454K +$49.3K +498 +13%
WIA
661
World Investment Advisors
California
$453K +$430K +4,349 New
AFG
662
Atomi Financial Group
New York
$453K +$7.12K +72 +2%
JSW
663
Journey Strategic Wealth
New Jersey
$450K +$162K +1,639 +61%
VWMG
664
Virginia Wealth Management Group
Virginia
$448K – – –
BP
665
Ballentine Partners
Massachusetts
$443K -$18.9K -191 -4%
GRP
666
Global Retirement Partners
California
$443K -$30.9K -312 -7%
LFG
667
Larson Financial Group
Missouri
$442K +$405K +4,099 +2,733%
CSB
668
City State Bank
Iowa
$441K – – –
CB
669
Cadence Bank
Mississippi
$441K -$49.1K -496 -10%
AI
670
Atria Investments
North Carolina
$439K -$38.1K -385 -8%
MWM
671
Mission Wealth Management
California
$437K -$5.14K -52 -1%
ALAM
672
Asahi Life Asset Management
Japan
$436K +$414K +4,190 New
EB
673
Eastern Bank
Massachusetts
$435K +$413K +4,174 New
SWP
674
Significant Wealth Partners
Illinois
$433K +$38.2K +386 +10%
MSFS
675
Main Street Financial Solutions
Pennsylvania
$431K +$16K +162 +4%
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