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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
501
Whittier Trust
California
$285K – – –
BBA
502
BLB&B Advisors
Pennsylvania
$284K -$14.3K -350 -5%
CFB
503
Cullen/Frost Bankers
Texas
$282K -$59K -1,445 -18%
ACI
504
Alpha Cubed Investments
California
$281K – – –
DADC
505
D.A. Davidson & Co
Montana
$275K +$2.2K +54 +0.8%
DAC
506
Dividend Assets Capital
South Carolina
$273K – – –
HPC
507
HM Payson & Co
Maine
$267K – – –
GC
508
Grimes & Company
Massachusetts
$265K +$816 +20 +0.3%
AW
509
Alpha Windward
Massachusetts
$264K -$4K -98 -2%
TF
510
Trutina Financial
Washington
$264K – – –
BAM
511
Barrett Asset Management
New York
$261K – – –
MCM
512
Maryland Capital Management
Maryland
$260K – – –
W
513
Wealthfront
California
$258K +$47.1K +1,155 +23%
AIA
514
Arbor Investment Advisors
North Carolina
$253K – – –
CWA
515
Cypress Wealth Advisors
California
$251K +$243K +5,962 New
CCA
516
Checchi Capital Advisers
California
$250K +$11.3K +276 +5%
CM
517
Churchill Management
California
$247K -$21.7K -531 -8%
BMM
518
Buffington Mohr McNeal
Idaho
$242K +$130K +3,195 +125%
LH
519
Lebenthal Holdings
New York
$241K -$99.8K -2,447 -30%
IHL
520
Investment House LLC
California
$238K – – –
WF
521
Welch & Forbes
Massachusetts
$238K – – –
DSC
522
Duncker Streett & Co
Missouri
$237K – – –
MRCM
523
M&R Capital Management
New Jersey
$236K -$17K -416 -7%
ARMT
524
Amica Retiree Medical Trust
Rhode Island
$236K – – –
ICAS
525
Investors Capital Advisory Services
Massachusetts
$232K +$16.4K +403 +8%
19 20
21
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