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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
751
YorkBridge Wealth Partners
New York
$125K +$160 +2 +0.1%
JG
752
Jefferies Group
New York
$123K -$1.72M -21,558 -94%
AWM
753
AllSquare Wealth Management
New York
$119K – – –
THWM
754
Taylor Hoffman Wealth Management
Virginia
$116K – – –
SOAMC
755
Spirit of America Management Corp
New York
$111K +$105K +1,310 New
CFN
756
Cordasco Financial Network
Florida
$110K – – –
VFA
757
Valeo Financial Advisors
Indiana
$110K +$43.9K +550 +73%
OIA
758
Optimum Investment Advisors
Illinois
$105K – – –
CAM
759
Cresset Asset Management
Illinois
$104K +$5.35K +67 +6%
FBT
760
First Bank & Trust
South Dakota
$102K -$30.4K -381 -24%
BEAM
761
Baker Ellis Asset Management
Washington
$102K +$95.9K +1,200 New
TF
762
Tompkins Financial
New York
$102K +$95.9K +1,200 New
PGWM
763
Parisi Gray Wealth Management
New Jersey
$101K – – –
RAM
764
Riggs Asset Management
Pennsylvania
$101K – – –
LD
765
Lipe & Dalton
New York
$100K +$94.2K +1,179 New
MFW
766
Mosaic Family Wealth
Missouri
$98K -$65.1K -815 -41%
MWC
767
MBM Wealth Consultants
Missouri
$98K – – –
VNA
768
Valley National Advisers
Pennsylvania
$98K – – –
JGIA
769
Jackson Grant Investment Advisers
Connecticut
$98K +$799 +10 +0.9%
HGWM
770
Harvest Group Wealth Management
Massachusetts
$98K +$92.5K +1,158 New
TL
771
TrueWealth LLC
Georgia
$97K – – –
BAM
772
Barrett Asset Management
New York
$95K – – –
SCA
773
Stuart Chaussee & Associates
California
$93K – – –
OC
774
Oakworth Capital
Alabama
$92K – – –
TSW
775
Thompson Siegel & Walmsley
Virginia
$91K -$79.9K -1,000 -48%
29 30
31
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