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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
651
Atomi Financial Group
New York
$596K +$11.9K +120 +2%
PAG
652
Powers Advisory Group
Illinois
$595K -$595 -6 -0.1%
BAM
653
Blueshift Asset Management
New Jersey
$595K -$454K -4,572 -43%
WTC
654
WhitTier Trust Company
Nevada
$589K +$143K +1,438 +32%
C
655
Certuity
Florida
$584K +$63.4K +639 +12%
FNBT
656
FineMark National Bank & Trust
Florida
$582K -$2.38K -24 -0.4%
UB
657
UMB Bank
Missouri
$576K -$89.2K -899 -13%
MWM
658
Mission Wealth Management
California
$575K +$166K +1,677 +41%
SL
659
Summitry LLC
California
$574K +$181K +1,826 +46%
RA
660
Rubicon Advisors
California
$573K +$572K +5,766 New
GSEP
661
Golden State Equity Partners
California
$572K -$393K -3,964 -41%
CW
662
CreativeOne Wealth
Kansas
$572K +$24.2K +244 +4%
SC
663
Sepio Capital
Utah
$568K +$567K +5,714 New
DAS
664
Dynamic Advisor Solutions
Arizona
$567K -$105K -1,055 -16%
AC
665
Apella Capital
Connecticut
$566K +$24.3K +245 +4%
CTC
666
Central Trust Company
Missouri
$566K -$96.7K -974 -15%
WA
667
Wealth Architects
California
$566K +$7.05K +71 +1%
GXJ
668
Global X Japan
Japan
$563K -$34.5K -348 -6%
JWBC
669
J.W. Burns & Co
New York
$561K – – –
CRIG
670
Charter Research & Investment Group
Connecticut
$561K – – –
TWM
671
TriaGen Wealth Management
California
$559K -$23.8K -240 -4%
EPW
672
Evolve Private Wealth
California
$558K +$557K +5,616 New
VVP
673
Venture Visionary Partners
Ohio
$557K +$10.7K +108 +2%
BCA
674
Bay Colony Advisors
Massachusetts
$552K -$66.9K -674 -11%
OWM
675
Orca Wealth Management
Florida
$550K -$252K -2,544 -33%
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