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Edison International
EIX

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
501
City Holding Co
West Virginia
$37K – – –
CT
502
Caldwell Trust
Florida
$34.4K -$2.88K -50 -7%
SIS
503
Sound Income Strategies
Florida
$34K – – –
FCA
504
FinTrust Capital Advisors
South Carolina
$33K -$6.33K -110 -15%
NSIM
505
North Star Investment Management
Illinois
$33K -$288 -5 -0.8%
CA
506
Centerpoint Advisors
Massachusetts
$33K – – –
OPS
507
Orion Portfolio Solutions
Nebraska
$33K +$173 +3 +0.5%
MAM
508
Meeder Asset Management
Ohio
$33K +$14.4K +251 +70%
BWM
509
BerganKDV Wealth Management
Minnesota
$32K -$1.32K -23 -4%
CFFP
510
Center for Financial Planning
Michigan
$31K -$2.42K -42 -7%
RWM
511
Raffa Wealth Management
District of Columbia
$30.8K +$575 +10 +2%
HFS
512
HBC Financial Services
Washington
$30K – – –
MHR
513
Matthew Hamilton Rosenberg
$30K – – –
LWM
514
Liberty Wealth Management
California
$29K +$345 +6 +1%
BL
515
Balentine LLC
Georgia
$28K +$14K +244 +92%
BCM
516
Blume Capital Management
California
$27K – – –
EIM
517
Essex Investment Management
Massachusetts
$27K – – –
FHA
518
Flagship Harbor Advisors
Massachusetts
$27K – – –
LC
519
Lindbrook Capital
California
$26K -$2.07K -36 -7%
WFMPM
520
Woodley Farra Manion Portfolio Management
Indiana
$23K – – –
GI
521
Gradient Investments
Minnesota
$22K -$633 -11 -3%
AF
522
Advisornet Financial
Minnesota
$22K +$11.5K +200 +100%
WLPWM
523
Walled Lake Planning & Wealth Management
Illinois
$20K +$173 +3 +0.8%
AF
524
Arrow Financial
New York
$19K – – –
CFB
525
Cullen/Frost Bankers
Texas
$19K +$12.2K +212 +153%
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