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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
ZCP
901
Z3 Capital Partners
Virginia
$320K – – –
GHA
902
GW Henssler & Associates
Georgia
$318K – – –
LFA
903
Legacy Financial Advisors
Kentucky
$317K -$30.9K -285 -9%
AFP
904
Ausdal Financial Partners
Iowa
$316K -$32.4K -299 -10%
RWM
905
Riverbend Wealth Management
South Carolina
$316K +$24.8K +229 +9%
RTC
906
Real Talk Capital
Tennessee
$316K -$45.3K -418 -13%
CCM
907
CFO Capital Management
Connecticut
$315K +$302K +2,784 New
CF
908
Carlson Financial
Oregon
$315K +$7.91K +73 +3%
AA
909
Addison Advisors
Vermont
$314K +$3.03K +28 +1%
SWM
910
Segment Wealth Management
Texas
$312K +$29.8K +275 +11%
TCWA
911
Turtle Creek Wealth Advisors
Texas
$312K +$53.9K +498 +22%
WP
912
Westmount Partners
California
$312K – – –
HW
913
Hancock Whitney
Mississippi
$312K -$15.4K -142 -5%
IP
914
Indivisible Partners
Florida
$311K +$1.95K +18 +0.7%
AIA
915
Alternative Investment Advisors
Florida
$311K +$297K +2,746 New
RPCONE
916
Retirement Planning Company of New England
Rhode Island
$308K – – –
PPW
917
Parcion Private Wealth
Washington
$307K +$1.41K +13 +0.5%
BDL
918
Bey-Douglas LLC
Georgia
$307K -$2.82K -26 -1%
EP
919
Edgestream Partners
New Jersey
$306K -$554K -5,119 -65%
MSFP
920
Mark Sheptoff Financial Planning
Connecticut
$306K – – –
CCM
921
Canal Capital Management
Virginia
$306K +$2.27K +21 +0.8%
SIC
922
Sigma Investment Counselors
Michigan
$305K +$433 +4 +0.1%
BHWM
923
Bar Harbor Wealth Management
New Hampshire
$305K – – –
WHCI
924
W.H. Cornerstone Investments
Massachusetts
$304K +$291K +2,688 New
VIA
925
Victrix Investment Advisors
Florida
$304K -$24.4K -225 -8%
35 36
37
38 39