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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
951
Walled Lake Planning & Wealth Management
Illinois
$289K +$23.6K +218 +9%
HBT
952
Heartland Bank & Trust
Illinois
$288K +$276K +2,546 New
VAS
953
Vestmark Advisory Solutions
Massachusetts
$287K +$50.4K +465 +22%
CPA
954
Capital Performance Advisors
California
$285K +$14.9K +138 +6%
RS
955
R Squared
Hong Kong
$285K +$273K +2,522 New
LWL
956
Leo Wealth LLC
Texas
$285K -$1.44M -13,265 -84%
RP
957
Rowlandmiller & Partners
Georgia
$285K -$67.7K -625 -20%
JBI
958
John Boyer Inc
Florida
$285K +$2.06K +19 +0.8%
BMCM
959
Bryn Mawr Capital Management
Pennsylvania
$284K +$1.73K +16 +0.6%
FIC
960
FCG Investment Company
Tennessee
$284K +$272K +2,511 New
HIS
961
Horizon Investment Services
Indiana
$284K +$272K +2,507 New
WPC
962
Waters Parkerson & Co
Louisiana
$284K – – –
BWMG
963
Barnes Wealth Management Group
California
$283K +$4.22K +39 +2%
PPWP
964
Premier Path Wealth Partners
New Jersey
$283K +$271K +2,503 New
CICI
965
Capital Investment Counsel Inc
North Carolina
$283K – – –
PCFFS
966
Pacific Center for Financial Services
California
$283K +$54.1K +500 +25%
HH
967
Hilltop Holdings
Texas
$283K -$78.5K -725 -22%
SWP
968
Significant Wealth Partners
Illinois
$282K -$650 -6 -0.2%
PTC
969
Private Trust Company
Ohio
$282K -$6.39K -59 -2%
PFM
970
Patton Fund Management
Texas
$282K – – –
SQA
971
Simon Quick Advisors
New Jersey
$281K -$88K -813 -25%
SIA
972
Soltis Investment Advisors
Utah
$281K +$269K +2,481 New
KP
973
Keel Point
Alabama
$279K +$8.23K +76 +3%
LWA
974
Lantern Wealth Advisors
New York
$279K +$267K +2,465 New
ETS
975
ESL Trust Services
New York
$279K – – –
37 38
39
40 41