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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1001
Manske Wealth Management
Texas
$261K – – –
FCP
1002
Fidelis Capital Partners
Florida
$261K -$759K -7,010 -75%
WP
1003
Wealthspan Partners
Iowa
$261K +$650 +6 +0.3%
PIM
1004
Penobscot Investment Management
Massachusetts
$260K – – –
CA
1005
Corecam AG
$259K +$248K +2,286 New
GIA
1006
Gladstone Institutional Advisory
Florida
$259K -$38.6K -356 -13%
SC
1007
SouthState Corp
Florida
$259K -$25K -231 -9%
IIC
1008
Ironwood Investment Counsel
Arizona
$259K – – –
JF
1009
JMN Financial
Ohio
$258K -$66.2K -611 -21%
WRPWM
1010
Werba Rubin Papier Wealth Management
California
$258K +$246K +2,276 New
WI
1011
Wedgewood Investors
Pennsylvania
$257K -$6.71K -62 -3%
PP
1012
PDS Planning
Ohio
$257K +$246K +2,267 New
FPCP
1013
Fort Point Capital Partners
California
$256K +$245K +2,264 New
HSA
1014
HBK Sorce Advisory
Pennsylvania
$256K +$15.7K +145 +6%
GAG
1015
GM Advisory Group
New York
$256K – – –
LWCFA
1016
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$256K -$5.42K -50 -2%
EP
1017
Essential Partners
California
$255K +$1.41K +13 +0.6%
FHA
1018
Flagship Harbor Advisors
Massachusetts
$254K +$21.6K +199 +10%
NPF
1019
Norris Perne & French
Michigan
$253K -$10.1K -93 -4%
BMC
1020
Beaton Management Company
Massachusetts
$252K – – –
MA
1021
Montag & Associates
Georgia
$251K – – –
MFS
1022
Mirabella Financial Services
United Kingdom
$251K -$354K -3,265 -60%
TP
1023
Thayer Partners
Pennsylvania
$251K +$9.21K +85 +4%
HAP
1024
Harbor Asset Planning
Massachusetts
$250K – – –
CCA
1025
Childress Capital Advisors
Texas
$249K +$1.08K +10 +0.5%
39 40
41
42 43