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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
751
Advisors Capital Management
New Jersey
$303K +$1.97K +22 +0.7%
SC
752
Sykon Capital
New York
$302K – – –
PWMAG
753
Pinnacle Wealth Management Advisory Group
New Jersey
$301K +$447 +5 +0.2%
KIA
754
KCM Investment Advisors
California
$301K -$6.25K -70 -2%
JCM
755
Jacobi Capital Management
Pennsylvania
$300K -$4.65K -52 -2%
CT
756
Coastline Trust
Rhode Island
$300K – – –
QWP
757
Quotient Wealth Partners
Texas
$300K +$295K +3,298 New
GI
758
GAMMA Investing
California
$299K +$294K +3,287 New
CCA
759
Cora Capital Advisors
New Jersey
$297K +$893 +10 +0.3%
BHWM
760
Bar Harbor Wealth Management
New Hampshire
$297K – – –
SAM
761
Sompo Asset Management
Japan
$297K +$23.2K +260 +9%
SP
762
Symmetry Partners
Connecticut
$296K -$57.2K -640 -16%
UM
763
UniSuper Management
Australia
$293K +$64.9K +726 +29%
RC
764
Roundview Capital
New Jersey
$292K – – –
PWM
765
Palumbo Wealth Management
New York
$290K -$2.14K -24 -0.7%
AA
766
Advisory Alpha
Michigan
$289K -$14.5K -162 -5%
HGWM
767
Horst & Graben Wealth Management
Oregon
$289K +$284K +3,180 New
FWCM
768
Ferguson Wellman Capital Management
Oregon
$288K – – –
IGWM
769
ICA Group Wealth Management
Colorado
$287K – – –
RWP
770
Revolve Wealth Partners
New Jersey
$281K -$64.8K -725 -19%
PCS
771
Personal CFO Solutions
New Jersey
$280K +$46.9K +525 +21%
AWM
772
Axxcess Wealth Management
California
$280K +$275K +3,080 New
PWAM
773
Pinnacle West Asset Management
Wyoming
$280K +$13.2K +148 +5%
GA
774
Geller Advisors
New York
$279K +$536 +6 +0.2%
PCM
775
Parsons Capital Management
Rhode Island
$277K -$8.93K -100 -3%
29 30
31
32 33