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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
901
Werba Rubin Papier Wealth Management
California
$322K +$69.5K +639 +28%
NSIM
902
North Star Investment Management
Illinois
$322K +$109 +1 +0%
CA
903
Corecam AG
$322K +$67.7K +623 +27%
RTC
904
Real Talk Capital
Tennessee
$322K +$12.9K +119 +4%
JTWM
905
Jackson Thornton Wealth Management
Alabama
$320K +$315K +2,894 New
FWCM
906
Ferguson Wellman Capital Management
Oregon
$320K +$4.67K +43 +2%
BHC
907
Bull Harbor Capital
Maryland
$317K +$80.1K +737 +35%
TCWA
908
Turtle Creek Wealth Advisors
Texas
$316K +$10.3K +95 +3%
SP
909
Stonebrook Private
Michigan
$315K +$309K +2,846 New
HFS
910
Hantz Financial Services
Michigan
$314K +$118K +1,084 +62%
ZCP
911
Z3 Capital Partners
Virginia
$313K – – –
GHA
912
GW Henssler & Associates
Georgia
$311K – – –
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
$310K – – –
AU
914
AlphaGrep UK
$310K +$304K +2,798 New
CF
915
Carlson Financial
Oregon
$309K +$1.09K +10 +0.4%
HW
916
Hancock Whitney
Mississippi
$306K – – –
RFA
917
Resurgent Financial Advisors
Georgia
$306K +$20.7K +190 +7%
SMA
918
Sage Mountain Advisors
Georgia
$306K +$300K +2,763 New
AFP
919
Ausdal Financial Partners
Iowa
$306K -$3.37K -31 -1%
WP
920
Westmount Partners
California
$305K – – –
RPCONE
921
Retirement Planning Company of New England
Rhode Island
$301K – – –
HTC
922
Haverford Trust Company
Pennsylvania
$300K +$11K +101 +4%
SIC
923
Sigma Investment Counselors
Michigan
$299K +$435 +4 +0.1%
OIAM
924
OFI Invest Asset Management
France
$299K -$13.8M -126,561 -98%
SFO
925
Stokes Family Office
Louisiana
$296K +$1.09K +10 +0.4%
35 36
37
38 39