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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
501
Laurel Wealth Advisors (California)
California
$377K +$40.7K +780 +12%
DAC
502
Dividend Assets Capital
South Carolina
$373K – – –
MRCM
503
M&R Capital Management
New Jersey
$373K +$47K +900 +15%
CWM
504
Chesapeake Wealth Management
Virginia
$365K -$3.13K -60 -0.9%
CT
505
Cambridge Trust
Massachusetts
$364K – – –
CCM
506
Cribstone Capital Management
Maine
$363K – – –
TBA
507
Tower Bridge Advisors
Pennsylvania
$362K – – –
TFA
508
Transamerica Financial Advisors
Florida
$361K -$19.9K -381 -5%
II
509
Inspire Investing
Idaho
$361K +$99.8K +1,910 +39%
SGI
510
Summit Global Investments
Utah
$360K -$20.1K -384 -5%
PP
511
Palladium Partners
Virginia
$352K -$52.2K -1,000 -13%
HNB
512
Huntington National Bank
Ohio
$349K +$27K +517 +8%
CA
513
Calton & Associates
Florida
$348K +$940 +18 +0.3%
MWPCG
514
Measured Wealth Private Client Group
New Hampshire
$345K +$10.4K +200 +3%
FNBT
515
FineMark National Bank & Trust
Florida
$341K -$35.8K -685 -10%
CIA
516
Choate Investment Advisors
Massachusetts
$341K +$25.3K +485 +8%
ACI
517
Alpha Cubed Investments
California
$338K -$15.7K -300 -5%
CF
518
Copperwynd Financial
Arizona
$338K +$12.8K +245 +4%
HFS
519
HL Financial Services
Kentucky
$336K -$58.3K -1,116 -15%
SFI
520
SPC Financial Inc
Maryland
$333K – – –
GIA
521
Granite Investment Advisors
New Hampshire
$331K – – –
FNT
522
First National Trust
Pennsylvania
$329K -$7.78K -149 -2%
GG
523
Gofen & Glossberg
Illinois
$327K – – –
JCM
524
Jacobi Capital Management
Pennsylvania
$327K +$106K +2,031 +49%
LA
525
Legacy Advisors
Pennsylvania
$322K +$59.7K +1,144 +23%
19 20
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