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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
801
Transcend Capital Advisors
New Jersey
$294K +$1.39K +14 +0.5%
MSFP
802
Mark Sheptoff Financial Planning
Connecticut
$292K – – –
C
803
Certuity
Florida
$288K -$22.5K -227 -8%
A
804
Allianz
Germany
$287K – – –
WP
805
Westmount Partners
California
$287K – – –
MIM
806
Morningstar Investment Management
Illinois
$287K +$1.78K +18 +0.7%
CSC
807
Caldwell Sutter Capital
California
$286K -$8.7K -88 -3%
KA
808
Klingman & Associates
New York
$286K +$16.6K +168 +7%
BJL
809
Brighton Jones LLC
Washington
$286K +$1.78K +18 +0.7%
PP
810
PDS Planning
Ohio
$285K +$16.6K +168 +7%
RPCONE
811
Retirement Planning Company of New England
Rhode Island
$285K +$23.2K +235 +9%
AUB
812
Atlantic Union Bankshares
Virginia
$284K -$7.42K -75 -3%
EP
813
Edgestream Partners
New Jersey
$283K +$269K +2,722 New
VFA
814
Valeo Financial Advisors
Indiana
$282K +$6.13K +62 +2%
WFA
815
Woodward Financial Advisors
North Carolina
$282K +$1.88K +19 +0.7%
HVIA
816
Hudson Valley Investment Advisors
New York
$282K -$93.8K -948 -26%
MA
817
MBA Advisors
Pennsylvania
$281K – – –
GL
818
Graypoint LLC
New York
$278K +$25K +253 +10%
CFG
819
Cooper Financial Group
California
$277K -$108K -1,092 -29%
PIP
820
Peachtree Investment Partners
Florida
$277K +$1.09K +11 +0.4%
TPI
821
Trust Point Inc
Wisconsin
$277K -$24.1K -244 -8%
GM
822
GeoWealth Management
Illinois
$273K -$52.9K -535 -17%
ML
823
McAdam LLC
Pennsylvania
$272K +$2.57K +26 +1%
TL
824
Tradewinds LLC
North Carolina
$271K – – –
VA
825
Valmark Advisers
Ohio
$271K -$10.5K -106 -4%
31 32
33
34 35