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Edison International
EIX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
601
Callan Family Office
Pennsylvania
$243K +$259K +4,717 New
LCM
602
Leisure Capital Management
California
$241K – – –
JCIA
603
Jackson Creek Investment Advisors
Colorado
$239K +$254K +4,628 New
MFS
604
Mattson Financial Services
Michigan
$238K +$253K +4,621 New
S
605
SignatureFD
Georgia
$238K -$116K -2,108 -31%
SI
606
Stephens Inc
Arkansas
$238K -$33.7K -614 -12%
FLPIM
607
F.L. Putnam Investment Management
Massachusetts
$237K -$304K -5,547 -55%
NP
608
NorthRock Partners
Minnesota
$237K +$56.2K +1,026 +29%
PFM
609
Patton Fund Management
Texas
$235K +$249K +4,545 New
NWM
610
Northwest Wealth Management
Iowa
$231K +$246K +4,484 New
WC
611
Waterloo Capital
Texas
$231K +$246K +4,480 New
EC
612
EntryPoint Capital
New York
$228K +$243K +4,428 New
MPM
613
MBB Public Markets
Illinois
$227K -$54.7K -998 -18%
AG
614
Ascent Group
Virginia
$226K +$240K +4,386 New
PAS
615
Park Avenue Securities
New York
$226K +$241K +4,389 New
BTWM
616
Baker Tilly Wealth Management
Wisconsin
$225K -$4.22K -77 -2%
MPM
617
Meritage Portfolio Management
Kansas
$225K +$2.41K +44 +1%
IAA
618
Independent Advisor Alliance
North Carolina
$223K -$58.1K -1,059 -20%
BOS
619
Bank of Stockton
California
$223K – – –
SPC
620
Sigma Planning Corp
Michigan
$223K +$26K +475 +12%
SN
621
Sittner & Nelson
Oregon
$221K -$110K -2,000 -32%
AWM
622
Axxcess Wealth Management
California
$219K +$1.86K +34 +0.8%
PWA
623
Primoris Wealth Advisors
Florida
$217K – – –
GWM
624
Geneos Wealth Management
Colorado
$217K -$120K -2,187 -34%
OIA
625
OneDigital Investment Advisors
Kansas
$216K -$1.65K -30 -0.7%
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