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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
726
Sard Wealth Management Group
Georgia
$360K – – –
NAM
727
NTV Asset Management
West Virginia
$357K – – –
ST
728
Smithfield Trust
Pennsylvania
$356K – – –
CW
729
CreativeOne Wealth
Kansas
$356K +$35.9K +363 +12%
RAM
730
Roanoke Asset Management
New Jersey
$355K – – –
RA
731
Rise Advisors
New York
$355K +$15.6K +158 +5%
MYIA
732
Mount Yale Investment Advisors
Colorado
$354K -$55.2K -558 -14%
ACM
733
Advisors Capital Management
New Jersey
$351K +$2.87K +29 +0.9%
FCB
734
First County Bank
Connecticut
$350K -$18.1K -183 -5%
IWA
735
IVC Wealth Advisors
Pennsylvania
$350K -$15.4K -156 -4%
CCA
736
Cora Capital Advisors
New Jersey
$350K +$79.9K +808 +32%
WTC
737
WhitTier Trust Company
Nevada
$350K – – –
SQA
738
Simon Quick Advisors
New Jersey
$349K +$34.5K +349 +12%
HIC
739
Holderness Investments Company
North Carolina
$349K – – –
SC
740
Sykon Capital
New York
$346K – – –
ACM
741
Allred Capital Management
Texas
$345K – – –
SWM
742
Spire Wealth Management
Virginia
$344K -$688K -6,960 -68%
CT
743
Coastline Trust
Rhode Island
$344K – – –
BMCM
744
Bryn Mawr Capital Management
Pennsylvania
$343K -$11.2K -113 -3%
RWB
745
RMR Wealth Builders
New Jersey
$343K -$15.6K -158 -5%
RCM
746
RB Capital Management
Nevada
$342K +$18.5K +187 +6%
RWP
747
Revolve Wealth Partners
New Jersey
$342K -$1.58K -16 -0.5%
NSIM
748
North Star Investment Management
Illinois
$340K -$20.7K -209 -6%
SAM
749
Sompo Asset Management
Japan
$339K +$6.92K +70 +2%
VBCG
750
Valley Brook Capital Group
Pennsylvania
$338K -$49.5K -500 -13%
28 29
30
31 32