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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
701
Evelyn V. Moreno
$332K – – –
ADL
702
Asset Dedication LLC
California
$329K +$96 +1 +0%
MWPCG
703
Measured Wealth Private Client Group
New Hampshire
$329K +$348K +3,639 New
AA
704
Addison Advisors
Vermont
$328K -$35.7K -373 -9%
NAM
705
NTV Asset Management
West Virginia
$325K – – –
ALAM
706
Asahi Life Asset Management
Japan
$324K +$342K +3,580 New
KPWS
707
Kestra Private Wealth Services
Texas
$321K -$26.7K -279 -7%
CFB
708
Cullen/Frost Bankers
Texas
$321K -$95.6K -1,000 -22%
IPW
709
Impact Partnership Wealth
Georgia
$320K +$338K +3,535 New
PFSC
710
Peoples Financial Services Corp
Pennsylvania
$319K – – –
CAM
711
Centre Asset Management
New York
$319K – – –
VBCG
712
Valley Brook Capital Group
Pennsylvania
$316K -$38.2K -400 -10%
NSIM
713
North Star Investment Management
Illinois
$315K – – –
RWP
714
Revolve Wealth Partners
New Jersey
$314K +$42.2K +441 +15%
CWM
715
Campbell Wealth Management
Virginia
$313K – – –
CPA
716
Court Place Advisors
Maryland
$312K -$28.7K -300 -8%
FPWM
717
FSB Premier Wealth Management
Iowa
$311K – – –
BBNB
718
Baker Boyer National Bank
Washington
$310K – – –
ST
719
Smithfield Trust
Pennsylvania
$309K -$35.9K -375 -10%
CWS
720
Confluence Wealth Services
Pennsylvania
$307K +$956 +10 +0.3%
MSFP
721
Mark Sheptoff Financial Planning
Connecticut
$307K – – –
SW
722
SkyOak Wealth
Michigan
$307K – – –
JCM
723
Jacobi Capital Management
Pennsylvania
$306K +$20.9K +219 +7%
WTC
724
WhitTier Trust Company
Nevada
$304K +$19.1K +200 +6%
HIC
725
Holderness Investments Company
North Carolina
$303K – – –
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