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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
676
Baker Boyer National Bank
Washington
$327K – – –
HI
677
Harbour Investments
Wisconsin
$325K – – –
DPI
678
Diversified Portfolios Inc
Michigan
$325K -$33.9K -373 -10%
ST
679
Smithfield Trust
Pennsylvania
$325K – – –
CWS
680
Confluence Wealth Services
Pennsylvania
$324K +$546 +6 +0.2%
HIC
681
Holderness Investments Company
North Carolina
$324K – – –
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$324K – – –
SW
683
SkyOak Wealth
Michigan
$319K – – –
MM
684
MQS Management
New York
$317K +$303K +3,331 New
SBIA
685
Sheaff Brock Investment Advisors
Indiana
$317K – – –
MNBTD
686
Moody National Bank Trust Division
Texas
$315K – – –
CWM
687
Congress Wealth Management
Massachusetts
$314K +$300K +3,296 New
PCM
688
Parsons Capital Management
Rhode Island
$314K – – –
OPS
689
Orion Portfolio Solutions
Nebraska
$312K -$162K -1,778 -35%
PWM
690
Perigon Wealth Management
California
$311K -$47.5K -522 -14%
CHP
691
Cable Hill Partners
Oregon
$308K +$47.4K +521 +19%
NF
692
Norwood Financial
Pennsylvania
$308K – – –
FWCM
693
Ferguson Wellman Capital Management
Oregon
$305K +$291K +3,195 New
IGWM
694
ICA Group Wealth Management
Colorado
$303K – – –
CNC
695
Canandaigua National Corp
New York
$301K +$63.7K +700 +29%
WTC
696
WhitTier Trust Company
Nevada
$300K -$29.5K -324 -9%
SCP
697
Shorepoint Capital Partners
Massachusetts
$300K +$287K +3,149 New
ADL
698
Asset Dedication LLC
California
$298K +$29.7K +326 +12%
CCA
699
Cora Capital Advisors
New Jersey
$295K +$281K +3,092 New
PFPT
700
Pinnacle Financial Partners (Tennessee)
Tennessee
$295K +$22.7K +250 +9%
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