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New Jersey Resources
NJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
426
PFG Investments
New York
– -$211K -4,296 Closed
ZRP
427
Zynergy Retirement Planning
New Jersey
– -$200K -4,289 Closed
FMWA
428
Forvis Mazars Wealth Advisors
Missouri
– -$207K -4,213 Closed
TC
429
TownSquare Capital
Utah
– -$205K -4,184 Closed
AWM
430
Axxcess Wealth Management
California
– -$205K -4,171 Closed
CAAS
431
Capital Asset Advisory Services
Michigan
– -$206K -4,156 Closed
MWP
432
Meridian Wealth Partners
Pennsylvania
– -$203K -4,143 Closed
ALA
433
Atlas Legacy Advisors
California
– -$202K -4,131 Closed
JFGIW
434
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$130K -2,649 Closed
WT
435
Washington Trust
Rhode Island
– -$117K -2,376 Closed
SFGP
436
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$90.5K -1,845 Closed
CCM
437
Coldstream Capital Management
Washington
– -$89.4K -1,823 Closed
HCP
438
Hexagon Capital Partners
Arkansas
– -$41.2K -839 Closed
VSQM
439
V-Square Quantitative Management
Illinois
– -$28.5K -581 Closed
BTI
440
Blue Trust Inc
Georgia
– -$10.5K -215 Closed
SO
441
Sierra Ocean
California
– -$5.2K -106 Closed
CA
442
Continuum Advisory
Idaho
– -$3.97K -81 Closed
HNW
443
High Note Wealth
Minnesota
– -$2.16K -44 Closed
SC
444
Stephens Consulting
Michigan
– -$1.47K -30 Closed
GFPC
445
Global Financial Private Client
Florida
– -$1.03K -21 Closed
APW
446
Aventura Private Wealth
Florida
– -$687 -14 Closed
AW
447
Avion Wealth
Texas
– +$516 +11 New
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