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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
826
Wilkins Investment Counsel
Massachusetts
$332K – – –
HGWM
827
Horst & Graben Wealth Management
Oregon
$331K +$2.16K +22 +0.7%
VIA
828
Victrix Investment Advisors
Florida
$330K – – –
MWM
829
Modern Wealth Management
Kansas
$330K +$38.4K +392 +15%
LIWM
830
Long Island Wealth Management
New York
$330K -$2.35M -23,957 -89%
AWM
831
Affinity Wealth Management
Delaware
$330K – – –
HIC
832
Holderness Investments Company
North Carolina
$329K – – –
PCS
833
Personal CFO Solutions
New Jersey
$329K +$14.8K +151 +5%
MPM
834
MBB Public Markets
Illinois
$328K +$290K +2,962 New
CFG
835
Cooper Financial Group
California
$326K +$14.9K +152 +5%
DOA
836
D'Orazio & Associates
Virginia
$326K +$4.12K +42 +1%
BJL
837
Brighton Jones LLC
Washington
$326K +$17.6K +179 +6%
SC
838
Syon Capital
California
$326K +$289K +2,943 New
CAM
839
Cidel Asset Management
Ontario, Canada
$325K – – –
LC
840
Lindbrook Capital
California
$324K +$197K +2,009 +218%
OTL
841
Oak Thistle LLC
New York
$322K -$276K -2,811 -49%
PWMAG
842
Pinnacle Wealth Management Advisory Group
New Jersey
$322K +$11.9K +121 +4%
GHA
843
GW Henssler & Associates
Georgia
$322K +$44.6K +455 +19%
GL
844
Graypoint LLC
New York
$321K +$39.1K +399 +16%
BAAM
845
Baker Avenue Asset Management
California
$320K -$83.4K -850 -23%
SIC
846
Samalin Investment Counsel
New York
$320K +$284K +2,891 New
TCA
847
Transcend Capital Advisors
New Jersey
$320K +$5.39K +55 +2%
SF
848
Summit Financial
New Jersey
$317K +$281K +2,863 New
DAS
849
Diversify Advisory Services
Utah
$316K -$1.47K -15 -0.5%
CI
850
CX Institutional
Indiana
$315K +$279K +2,844 New
32 33
34
35 36