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Consolidated Edison
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Name Holding Trade Value Shares
Change 		Change in
Stake
FOFP
1501
Fee-Only Financial Planning
South Carolina
– -$209K -1,847 Closed
IHL
1502
Investment House LLC
California
– -$207K -1,825 Closed
PHS
1503
Pekin Hardy Strauss
Illinois
– -$202K -1,788 Closed
AIM
1504
Advyzon Investment Management
Illinois
– -$202K -1,784 Closed
HCMG
1505
Howard Capital Management Group
California
– -$201K -1,779 Closed
NB
1506
Nicolet Bankshares
Wisconsin
– -$201K -1,779 Closed
PFA
1507
Providence Financial Advisors
Kansas
– -$201K -1,779 Closed
MR
1508
Munich Reinsurance
– -$161K -1,422 Closed
RFP
1509
Root Financial Partners
California
– -$155K -1,367 Closed
TLFA
1510
True Link Financial Advisors
California
– -$125K -1,100 Closed
BCM
1511
Basso Capital Management
Connecticut
– -$118K -1,042 Closed
DWP
1512
Destiny Wealth Partners
Florida
– -$91.4K -808 Closed
WSFG
1513
Wall Street Financial Group
Illinois
– -$84.9K -750 Closed
MWC
1514
MBM Wealth Consultants
Missouri
– -$50K -442 Closed
CAM
1515
Clarity Asset Management
Iowa
– -$30.6K -270 Closed
CPL
1516
Capital & Planning LLC
Georgia
– -$22.6K -200 Closed
TPWA
1517
Twin Peaks Wealth Advisors
California
– -$21.6K -191 Closed
LWMI
1518
Legacy Wealth Management (Idaho)
Idaho
– -$20.5K -181 Closed
BOJHT
1519
Bank of Jackson Hole Trust
Wyoming
– -$17K -150 Closed
TGY2IT
1520
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$14.4K -127 Closed
RMC
1521
Resources Management Corp
Connecticut
– -$13K -117 Closed
WPA
1522
Wealth Preservation Advisors
Tennessee
– -$5.66K -50 Closed
OA
1523
Operose Advisors
Wisconsin
– -$5.32K -47 Closed
SA
1524
Scarborough Advisors
Maryland
– -$1.38K -12 Closed
PWA
1525
Portus Wealth Advisors
North Carolina
– -$1.13K -10 Closed
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