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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
801
Caldwell Sutter Capital
California
$254K +$18.8K +203 +8%
FTWA
802
Fifth Third Wealth Advisors
Ohio
$252K +$261K +2,817 New
AUB
803
Atlantic Union Bankshares
Virginia
$251K -$4.64K -50 -2%
TCA
804
Transcend Capital Advisors
New Jersey
$251K +$2.04K +22 +0.8%
MSFP
805
Mark Sheptoff Financial Planning
Connecticut
$250K -$55.6K -600 -18%
BTI
806
Blue Trust Inc
Georgia
$250K +$55.2K +595 +28%
IFG
807
Independent Financial Group
California
$248K -$10.5K -113 -4%
MIM
808
Morningstar Investment Management
Illinois
$247K – – –
A
809
Allianz
Germany
$247K +$145K +1,560 +130%
ACI
810
Alpha Cubed Investments
California
$246K – – –
RBFC
811
Roman Butler Fullerton & Co
Missouri
$245K +$253K +2,727 New
WP
812
Westmount Partners
California
$245K – – –
DWT
813
Dorsey & Whitney Trust
South Dakota
$245K +$2.32K +25 +0.9%
BJL
814
Brighton Jones LLC
Washington
$244K -$40.1K -432 -14%
SP
815
Symmetry Partners
Connecticut
$243K -$51.1K -551 -17%
VA
816
Valmark Advisers
Ohio
$242K +$5.19K +56 +2%
MA
817
MBA Advisors
Pennsylvania
$241K – – –
VT
818
Vise Technologies
New York
$240K -$86.7K -935 -26%
JSW
819
Journey Strategic Wealth
New Jersey
$240K +$249K +2,682 New
WFA
820
Woodward Financial Advisors
North Carolina
$239K +$2.04K +22 +0.8%
MWA
821
Midland Wealth Advisors
Illinois
$238K +$247K +2,663 New
GIA
822
Gladstone Institutional Advisory
Florida
$237K +$246K +2,655 New
PIP
823
Peachtree Investment Partners
Florida
$237K +$1.11K +12 +0.5%
VFA
824
Valeo Financial Advisors
Indiana
$237K +$9.92K +107 +4%
KI
825
Kapitalo Investimentos
Brazil
$235K -$400K -4,312 -62%
31 32
33
34 35