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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
901
Jackson Thornton Wealth Management
Alabama
$320K +$315K +2,894 New
FWCM
902
Ferguson Wellman Capital Management
Oregon
$320K +$4.67K +43 +2%
BHC
903
Bull Harbor Capital
Maryland
$317K +$80.1K +737 +35%
TCWA
904
Turtle Creek Wealth Advisors
Texas
$316K +$10.3K +95 +3%
SP
905
Stonebrook Private
Michigan
$315K +$309K +2,846 New
HFS
906
Hantz Financial Services
Michigan
$314K +$118K +1,084 +62%
ZCP
907
Z3 Capital Partners
Virginia
$313K – – –
GHA
908
GW Henssler & Associates
Georgia
$311K – – –
MSFP
909
Mark Sheptoff Financial Planning
Connecticut
$310K – – –
AU
910
AlphaGrep UK
$310K +$304K +2,798 New
HW
911
Hancock Whitney
Mississippi
$306K – – –
RFA
912
Resurgent Financial Advisors
Georgia
$306K +$20.7K +190 +7%
SMA
913
Sage Mountain Advisors
Georgia
$306K +$300K +2,763 New
AFP
914
Ausdal Financial Partners
Iowa
$306K -$3.37K -31 -1%
WP
915
Westmount Partners
California
$305K – – –
RPCONE
916
Retirement Planning Company of New England
Rhode Island
$301K – – –
HTC
917
Haverford Trust Company
Pennsylvania
$300K +$11K +101 +4%
SIC
918
Sigma Investment Counselors
Michigan
$299K +$435 +4 +0.1%
OIAM
919
OFI Invest Asset Management
France
$299K -$13.8M -126,561 -98%
SFO
920
Stokes Family Office
Louisiana
$296K +$1.09K +10 +0.4%
LWM
921
Lionshead Wealth Management
New York
$296K +$2.83K +26 +1%
SAM
922
Sompo Asset Management
Japan
$295K -$82.6K -760 -22%
SCM
923
Schnieders Capital Management
California
$295K +$290K +2,668 New
7WCP
924
71 West Capital Partners
Massachusetts
$295K +$68.7K +632 +31%
SFSG
925
Sound Financial Strategies Group
Mississippi
$295K +$7.61K +70 +3%
35 36
37
38 39