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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
951
Conservest Capital Advisors
Pennsylvania
$240K +$2.22K +21 +0.9%
FHA
952
First Horizon Advisors
Tennessee
$240K -$3.39K -32 -1%
BWMG
953
Barnes Wealth Management Group
California
$239K +$7.52K +71 +3%
NPF
954
Norris Perne & French
Michigan
$239K – – –
IF
955
Intrua Financial
Texas
$238K -$27.1K -256 -10%
BWM
956
Bullock Wealth Management
Indiana
$238K +$847 +8 +0.3%
VA
957
Valmark Advisers
Ohio
$238K -$635 -6 -0.3%
RSWM
958
Robertson Stephens Wealth Management
California
$237K -$78.1K -738 -24%
VWA
959
VSM Wealth Advisory
Maryland
$236K – – –
BST
960
Bath Savings Trust
Maine
$236K – – –
LWCFA
961
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$236K – – –
RC
962
Roundview Capital
New Jersey
$236K – – –
CWM
963
Cranbrook Wealth Management
Michigan
$236K +$112K +1,062 +83%
WI
964
Wedgewood Investors
Pennsylvania
$235K – – –
SAI
965
Savvy Advisors Inc
New York
$233K +$246K +2,322 New
GAM
966
Grandview Asset Management
Pennsylvania
$233K -$3.49K -33 -1%
BFS
967
Bradley Foster & Sargent
Connecticut
$233K – – –
CWM
968
Chemistry Wealth Management
New York
$232K +$847 +8 +0.3%
MWM
969
Manske Wealth Management
Texas
$232K -$15.9K -150 -6%
LFA
970
Legacy Financial Advisors
Kentucky
$232K +$12.6K +119 +5%
PIM
971
Penobscot Investment Management
Massachusetts
$231K – – –
WLPWM
972
Walled Lake Planning & Wealth Management
Illinois
$230K -$227K -2,142 -48%
WP
973
Wealthspan Partners
Iowa
$229K +$741 +7 +0.3%
RIM
974
RW Investment Management
Idaho
$229K – – –
WWP
975
Waypoint Wealth Partners
California
$229K – – –
37 38
39
40 41