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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
501
Alpha Cubed Investments
California
$281K – – –
DADC
502
D.A. Davidson & Co
Montana
$275K +$2.2K +54 +0.8%
DAC
503
Dividend Assets Capital
South Carolina
$273K – – –
HPC
504
HM Payson & Co
Maine
$267K – – –
GC
505
Grimes & Company
Massachusetts
$265K +$816 +20 +0.3%
AW
506
Alpha Windward
Massachusetts
$264K -$4K -98 -2%
TF
507
Trutina Financial
Washington
$264K – – –
BAM
508
Barrett Asset Management
New York
$261K – – –
MCM
509
Maryland Capital Management
Maryland
$260K – – –
W
510
Wealthfront
California
$258K +$47.1K +1,155 +23%
AIA
511
Arbor Investment Advisors
North Carolina
$253K – – –
CWA
512
Cypress Wealth Advisors
California
$251K +$243K +5,962 New
CCA
513
Checchi Capital Advisers
California
$250K +$11.3K +276 +5%
CM
514
Churchill Management
California
$247K -$21.7K -531 -8%
BMM
515
Buffington Mohr McNeal
Idaho
$242K +$130K +3,195 +125%
LH
516
Lebenthal Holdings
New York
$241K -$99.8K -2,447 -30%
IHL
517
Investment House LLC
California
$238K – – –
WF
518
Welch & Forbes
Massachusetts
$238K – – –
DSC
519
Duncker Streett & Co
Missouri
$237K – – –
MRCM
520
M&R Capital Management
New Jersey
$236K -$17K -416 -7%
ARMT
521
Amica Retiree Medical Trust
Rhode Island
$236K – – –
ICAS
522
Investors Capital Advisory Services
Massachusetts
$232K +$16.4K +403 +8%
TBA
523
Tower Bridge Advisors
Pennsylvania
$232K – – –
PP
524
Paloma Partners
Connecticut
$230K -$296K -7,261 -57%
CC
525
Courier Capital
New York
$228K +$8.16K +200 +4%
19 20
21
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