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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
701
City State Bank
Iowa
$419K +$44.5K +452 +11%
T
702
Tableaux
Massachusetts
$417K +$460K +4,669 New
AFG
703
Atomi Financial Group
New York
$416K +$30.6K +311 +7%
DFG
704
Delta Financial Group
New Jersey
$412K +$455K +4,619 New
MWM
705
Mission Wealth Management
California
$409K +$38.4K +390 +9%
GD
706
Grandfield & Dodd
New York
$406K – – –
VT
707
Vise Technologies
New York
$405K +$78.8K +800 +21%
KFI
708
Key Financial Inc
Pennsylvania
$404K – – –
IIM
709
Ipswich Investment Management
Massachusetts
$404K – – –
CFAM
710
Center For Asset Management
Florida
$404K +$7.98K +81 +2%
GWCM
711
Godshalk Welsh Capital Management
Pennsylvania
$402K -$27.1K -275 -6%
RA
712
Ransom Advisory
Rhode Island
$402K – – –
WTG
713
West Tower Group
Virginia
$402K +$443K +4,500 New
CWS
714
Confluence Wealth Services
Pennsylvania
$399K +$689 +7 +0.2%
RMAM
715
Raab & Moskowitz Asset Management
New Jersey
$398K – – –
BAM
716
Blueshift Asset Management
New Jersey
$397K +$438K +4,448 New
WLPWM
717
Walled Lake Planning & Wealth Management
Illinois
$395K +$197 +2 +0%
IA
718
Insight Advisors
Pennsylvania
$392K – – –
MAM
719
Milestone Asset Management
Pennsylvania
$392K – – –
BA
720
Bellwether Advisors
Nebraska
$390K +$431K +4,375 New
ACIM
721
Azimuth Capital Investment Management
Michigan
$388K -$39.2K -398 -8%
FM
722
Foster & Motley
Ohio
$387K -$24.3K -247 -5%
FTWA
723
Fifth Third Wealth Advisors
Ohio
$386K +$70K +711 +20%
FC
724
Farringdon Capital
United Kingdom
$385K +$425K +4,313 New
FAN
725
Financial Advisors Network
California
$384K +$424K +4,302 New
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