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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
801
HCR Wealth Advisors
California
$235K – – –
AIP
802
ARS Investment Partners
New York
$235K – – –
CCM
803
Canal Capital Management
Virginia
$232K +$956 +10 +0.4%
AWCI
804
Alpine Woods Capital Investors
New York
$231K – – –
LWCFA
805
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$231K -$33.5K -350 -12%
PFGIA
806
Patriot Financial Group Insurance Agency
Massachusetts
$230K +$244K +2,549 New
TFF
807
The Family Firm
Maryland
$230K +$287 +3 +0.1%
PCS
808
Personal CFO Solutions
New Jersey
$230K -$3.82K -40 -2%
SRC
809
Shufro Rose & Co
New York
$229K +$24.4K +255 +11%
NFG
810
Nadler Financial Group
Illinois
$229K – – –
SIM
811
Stratos Investment Management
Ohio
$229K +$26.9K +281 +12%
NHT
812
New Hampshire Trust
New Hampshire
$229K -$5.07K -53 -2%
AFG
813
Allegheny Financial Group
Pennsylvania
$228K -$956 -10 -0.4%
EFS
814
Essex Financial Services
Connecticut
$228K -$23.4K -245 -9%
AW
815
Avion Wealth
Texas
$228K +$2.2K +23 +0.9%
T
816
TOBAM
France
$227K -$3.32M -34,774 -93%
TBA
817
Tower Bridge Advisors
Pennsylvania
$227K – – –
QT
818
Quantamental Technologies
New York
$226K +$240K +2,505 New
FAIM
819
Financial Advocates Investment Management
Washington
$226K +$860 +9 +0.4%
EWM
820
Endurance Wealth Management
Rhode Island
$226K – – –
WPC
821
Waters Parkerson & Co
Louisiana
$226K – – –
WAM
822
Winslow Asset Management
Ohio
$226K – – –
UM
823
UniSuper Management
Australia
$226K +$239K +2,500 New
KC
824
Kepos Capital
New York
$226K +$239K +2,502 New
BAM
825
Belpointe Asset Management
Nevada
$226K -$180K -1,882 -43%
31 32
33
34 35