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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1001
Turtle Creek Wealth Advisors
Texas
$225K +$14.6K +147 +7%
GAG
1002
GM Advisory Group
New York
$224K +$224K +2,260 New
OWP
1003
ORG Wealth Partners
Texas
$224K -$382K -3,848 -63%
EP
1004
Essential Partners
California
$222K +$30.5K +307 +16%
KFA
1005
Krane Funds Advisors
New York
$222K -$12.2K -123 -5%
BMC
1006
Beaton Management Company
Massachusetts
$221K – – –
MA
1007
Montag & Associates
Georgia
$221K -$3.08K -31 -1%
HAP
1008
Harbor Asset Planning
Massachusetts
$220K – – –
EAM
1009
Evanson Asset Management
California
$219K – – –
FWA
1010
Flagship Wealth Advisors
Massachusetts
$219K – – –
OL
1011
one8zero8 LLC
North Carolina
$219K – – –
TCM
1012
Telos Capital Management
California
$219K +$218K +2,200 New
MMPW
1013
Mitchell McLeod Pugh & Williams
Alabama
$218K – – –
BFO
1014
Biltmore Family Office
North Carolina
$218K – – –
CWM
1015
Chemistry Wealth Management
New York
$218K -$9.33K -94 -4%
CCA
1016
Childress Capital Advisors
Texas
$218K +$218K +2,194 New
UBG
1017
United Bank (Georgia)
Georgia
$217K – – –
TTWM
1018
TCV Trust & Wealth Management
Virginia
$215K -$9.92K -100 -4%
SP
1019
SmartHarvest Portfolios
Washington
$215K +$215K +2,164 New
CBTWT
1020
Community Bank & Trust (Waco, Texas)
Texas
$213K – – –
WIA
1021
Wealthedge Investment Advisors
New York
$212K – – –
SFG
1022
Seamount Financial Group
Colorado
$212K – – –
MR
1023
Munich Reinsurance
$212K +$210K +2,121 New
TP
1024
Thayer Partners
Pennsylvania
$212K +$211K +2,130 New
BFS
1025
Bradley Foster & Sargent
Connecticut
$210K – – –
39 40
41
42 43