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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
651
LVW Advisors
New York
$602K +$27.7K +282 +5%
FAP
652
Financial Advisory Partners
Florida
$600K -$37.1K -378 -7%
FNBT
653
FineMark National Bank & Trust
Florida
$599K -$785 -8 -0.1%
LFAS
654
Level Four Advisory Services
Texas
$598K +$35K +357 +7%
HT
655
Heritage Trust
Oklahoma
$596K – – –
EWA
656
Exencial Wealth Advisors
Oklahoma
$594K -$60.5K -617 -10%
GC
657
Grimes & Company
Massachusetts
$590K +$3.92K +40 +0.8%
CF
658
Centaurus Financial
California
$590K +$9.32K +95 +2%
TWM
659
TriaGen Wealth Management
California
$589K +$522K +5,322 New
MCM
660
Monument Capital Management
Virginia
$586K -$2.75K -28 -0.5%
KCFA
661
Key Client Fiduciary Advisors
New Jersey
$584K +$2.26K +23 +0.4%
PS
662
Principal Securities
Iowa
$580K +$2.06K +21 +0.3%
SFM
663
Signet Financial Management
New Jersey
$578K +$5.59K +57 +1%
LA
664
Lifeworks Advisors
Michigan
$577K +$27.8K +283 +6%
IAIM
665
International Assets Investment Management
Florida
$575K +$3.24K +33 +0.6%
GSEP
666
Golden State Equity Partners
California
$568K -$19.6K -200 -4%
VWM
667
Venturi Wealth Management
Texas
$565K +$31.2K +318 +7%
SAM
668
Silvercrest Asset Management
New York
$565K -$176K -1,797 -26%
RA
669
RFG Advisory
Alabama
$563K -$2.06K -21 -0.4%
AC
670
Apella Capital
Connecticut
$561K +$521K +5,308 New
RWP
671
RWA Wealth Partners
Massachusetts
$556K -$83.1K -847 -14%
KWM
672
Koa Wealth Management
California
$553K -$19.6K -200 -4%
SGAM
673
Smith Group Asset Management
Texas
$553K – – –
SFI
674
Susquehanna Fundamental Investments
Pennsylvania
$553K +$490K +5,000 New
DLA
675
Douglas Lane & Associates
New York
$552K -$50.5K -515 -9%
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