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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$475K +$92.3K +1,524 +25%
SPC
502
Sigma Planning Corp
Michigan
$473K -$61.9K -1,022 -12%
ACM
503
Argyle Capital Management
Pennsylvania
$471K – – –
PFO
504
Pathstone Family Office
New Jersey
$467K -$1.54M -25,403 -77%
WA
505
Wealth Alliance
New York
$467K +$23K +380 +5%
AWA
506
Arete Wealth Advisors
Illinois
$466K +$31.7K +523 +8%
FMLI
507
Fukoku Mutual Life Insurance
Japan
$465K – – –
CCA
508
Checchi Capital Advisers
California
$463K +$21K +347 +5%
CA
509
Calton & Associates
Florida
$459K +$89.8K +1,483 +25%
BCM
510
Brookstone Capital Management
Illinois
$459K -$14.2K -234 -3%
VCM
511
Virtue Capital Management
Tennessee
$456K +$15.3K +252 +4%
PTC
512
Philadelphia Trust Company
Pennsylvania
$455K – – –
WQ
513
Wealth Quarterback
New Jersey
$453K -$235K -3,880 -35%
TA
514
Tectonic Advisors
Texas
$448K +$134K +2,208 +44%
NDSI
515
Newman Dignan & Sheerar Inc
Rhode Island
$446K -$39.2K -647 -8%
MAS
516
Meeder Advisory Services
Ohio
$442K -$114K -1,878 -21%
MCM
517
MAI Capital Management
Ohio
$441K -$72.1K -1,190 -14%
ACM
518
Acrisure Capital Management
Texas
$439K -$227K -3,750 -35%
MYIA
519
Mount Yale Investment Advisors
Colorado
$439K -$6.18K -102 -1%
JFL
520
Jarislowsky, Fraser Ltd
Quebec, Canada
$426K – – –
MAM
521
Martingale Asset Management
Massachusetts
$426K -$27.3K -450 -6%
CCWM
522
Cassaday & Co Wealth Management
Virginia
$424K +$64.9K +1,072 +19%
WSFS
523
Wilmington Savings Fund Society
Delaware
$423K – – –
HWM
524
Howard Wealth Management
Connecticut
$421K – – –
NAM
525
NorthCrest Asset Manangement
Minnesota
$418K +$405K +6,693 New
19 20
21
22 23