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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
751
Sagewood Asset Management
New York
$485K -$28.5K -262 -6%
FWM
752
Focused Wealth Management
New York
$484K +$64K +589 +16%
PPW
753
Parcion Private Wealth
Washington
$483K +$179K +1,651 +61%
VFA
754
Valeo Financial Advisors
Indiana
$483K +$6.3K +58 +1%
RPGK
755
Retirement Planning Group (Kansas)
Kansas
$482K +$473K +4,354 New
JCM
756
Jacobi Capital Management
Pennsylvania
$478K -$10.5K -97 -2%
CST
757
Charles Schwab Trust
Nevada
$476K – – –
BW
758
BIP Wealth
Georgia
$475K +$121K +1,109 +35%
FTWA
759
Fifth Third Wealth Advisors
Ohio
$474K +$48.3K +444 +12%
QWP
760
Quotient Wealth Partners
Texas
$474K +$30.8K +283 +7%
GD
761
Grandfield & Dodd
New York
$473K -$8.15K -75 -2%
OL
762
Optas LLC
Texas
$467K +$54.4K +500 +13%
EAM
763
Erste Asset Management
Austria
$465K -$54K -497 -11%
LOWM
764
Laurel Oak Wealth Management
New Jersey
$464K +$2.83K +26 +0.6%
EWA
765
EverSource Wealth Advisors
Alabama
$463K +$12.3K +113 +3%
SS
766
SBI Securities
Japan
$460K -$15.1K -139 -3%
DAS
767
Dynamic Advisor Solutions
Arizona
$460K -$140K -1,287 -24%
LJAC
768
L.J. Altfest & Co
New York
$459K -$47.2K -434 -9%
RWP
769
Revolve Wealth Partners
New Jersey
$455K +$26.9K +247 +6%
AUB
770
Atlantic Union Bankshares
Virginia
$451K +$39.1K +360 +10%
IIM
771
Ipswich Investment Management
Massachusetts
$451K -$32.6K -300 -7%
CP
772
Cornerstone Planning
North Carolina
$451K – – –
PA
773
Prosperity Advisers
Pennsylvania
$447K +$7.5K +69 +2%
GWCM
774
Godshalk Welsh Capital Management
Pennsylvania
$445K – – –
CFCI
775
Comprehensive Financial Consultants Institutional
Indiana
$444K – – –
29 30
31
32 33