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New Jersey Resources

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Laidlaw Wealth Management
New York
$348K -$12.5K -274 -4%
KAS
202
Kestra Advisory Services
Texas
$326K +$300K +6,569 New
BAM
203
Belpointe Asset Management
Nevada
$320K +$3.2K +70 +1%
SSWM
204
Sheets Smith Wealth Management
North Carolina
$313K
AWM
205
Aberdeen Wealth Management
Illinois
$312K
KeyBank National Association
206
KeyBank National Association
Ohio
$304K +$1.23K +27 +0.4%
AFG
207
Affinia Financial Group
Massachusetts
$299K -$183 -4 -0.1%
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$297K -$51.6K -1,129 -16%
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$295K +$3.42K +75 +1%
SFG
210
Sovereign Financial Group
Connecticut
$293K
Truist Financial
211
Truist Financial
North Carolina
$293K +$822 +18 +0.3%
MWPCG
212
Measured Wealth Private Client Group
New Hampshire
$292K +$268K +5,877 New
MWP
213
Meridian Wealth Partners
Pennsylvania
$287K +$6.53K +143 +3%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$286K +$263K +5,764 New
ISL
215
Ingalls & Snyder LLC
New York
$284K -$9.13K -200 -3%
TF
216
TIAA FSB
Florida
$273K -$913 -20 -0.4%
BCI
217
Brinker Capital Investments
Pennsylvania
$268K -$148K -3,243 -38%
BC
218
Bridgefront Capital
Texas
$264K +$243K +5,324 New
CJL
219
Cyrus J. Lawrence
New York
$261K
OC
220
Oppenheimer & Co
New York
$259K +$2.15K +47 +0.9%
SCM
221
Shelton Capital Management
Colorado
$254K +$233K +5,111 New
BFC
222
Bedel Financial Consulting
Indiana
$251K +$231K +5,060 New
PRC
223
Pearl River Capital
Michigan
$248K +$228K +4,990 New
Vanguard Personalized Indexing Management
224
Vanguard Personalized Indexing Management
California
$247K +$227K +4,969 New
BAM
225
BOS Asset Management
Illinois
$236K +$217K +4,750 New