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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
701
Shorepoint Capital Partners
Massachusetts
$300K +$287K +3,149 New
ADL
702
Asset Dedication LLC
California
$298K +$29.7K +326 +12%
CCA
703
Cora Capital Advisors
New Jersey
$295K +$281K +3,092 New
PFPT
704
Pinnacle Financial Partners (Tennessee)
Tennessee
$295K +$22.7K +250 +9%
PWMAG
705
Pinnacle Wealth Management Advisory Group
New Jersey
$294K -$10.4K -114 -4%
AA
706
Advisory Alpha
Michigan
$293K +$1.18K +13 +0.4%
VA
707
Valmark Advisers
Ohio
$292K – – –
FIA
708
Foundations Investment Advisors
Arizona
$292K +$279K +3,067 New
RCM
709
RB Capital Management
Nevada
$292K -$10.3K -113 -4%
SWP
710
ShoreHaven Wealth Partners
New Jersey
$292K -$1.46K -16 -0.5%
RAM
711
Roanoke Asset Management
New Jersey
$291K – – –
TCM
712
True Capital Management
California
$290K +$277K +3,045 New
KTC
713
Kistler-Tiffany Companies
Pennsylvania
$290K +$163K +1,792 +143%
SFI
714
Siemens Fonds Invest
Germany
$288K -$71.6K -787 -21%
BWA
715
Blodgett Wealth Advisors
California
$286K – – –
DIM
716
Delta Investment Management
California
$286K – – –
KA
717
Kovack Advisors
Florida
$285K +$8.19K +90 +3%
AWM
718
Affinity Wealth Management
Delaware
$284K – – –
RWP
719
Revolve Wealth Partners
New Jersey
$284K +$5.91K +65 +2%
LOAMS
720
Lombard Odier Asset Management (Switzerland)
Switzerland
$284K +$271K +2,975 New
AUB
721
Atlantic Union Bankshares
Virginia
$283K -$4.55K -50 -2%
LFG
722
Larson Financial Group
Missouri
$283K +$455 +5 +0.2%
ACP
723
Aviance Capital Partners
Florida
$283K +$1.91K +21 +0.7%
CWM
724
Chemistry Wealth Management
New York
$282K +$637 +7 +0.2%
AIA
725
Affinity Investment Advisors
California
$281K – – –
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