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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
801
Y-Intercept (HK)
Hong Kong
$260K -$1.09M -12,154 -81%
VFA
802
Valeo Financial Advisors
Indiana
$259K +$25.9K +290 +11%
CW
803
CreativeOne Wealth
Kansas
$258K +$254K +2,843 New
KA
804
Klingman & Associates
New York
$257K +$3.48K +39 +1%
FPCP
805
Fort Point Capital Partners
California
$255K +$1.52K +17 +0.6%
HGERS
806
Householder Group Estate & Retirement Specialist
Arizona
$255K +$357 +4 +0.1%
RA
807
Rise Advisors
New York
$255K +$30.3K +339 +14%
WP
808
Westmount Partners
California
$252K – – –
TCA
809
Transcend Capital Advisors
New Jersey
$252K -$4.29K -48 -2%
RWM
810
Revisor Wealth Management
Ohio
$251K -$50.6K -566 -17%
MIM
811
Morningstar Investment Management
Illinois
$251K +$2.32K +26 +0.9%
BAM
812
Belpointe Asset Management
Nevada
$251K +$15.2K +170 +7%
LGWM
813
Litman Gregory Wealth Management
California
$250K -$2.59K -29 -1%
AFG
814
Allegheny Financial Group
Pennsylvania
$249K +$17.9K +200 +8%
CC
815
Callan Capital
California
$248K +$27.2K +305 +13%
PWW
816
Pettyjohn Wood & White
Virginia
$246K -$4.47K -50 -2%
MA
817
MBA Advisors
Pennsylvania
$246K – – –
TNB
818
Thomasville National Bank
Georgia
$245K – – –
BTI
819
Blue Trust Inc
Georgia
$244K +$55.1K +617 +28%
ISB
820
Iowa State Bank
Iowa
$243K – – –
DWT
821
Dorsey & Whitney Trust
South Dakota
$243K -$8.04K -90 -3%
PCMF
822
Private Capital Management (Florida)
Florida
$241K +$27.9K +312 +13%
CAM
823
Cidel Asset Management
Ontario, Canada
$241K +$237K +2,653 New
RDWM
824
Red Door Wealth Management
Tennessee
$241K +$237K +2,651 New
CAM
825
Columbia Asset Management
Michigan
$241K – – –
31 32
33
34 35