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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
501
Brookstone Capital Management
Illinois
$561K +$92.4K +1,503 +20%
SWIM
502
Smallwood Wealth Investment Management
New Jersey
$560K +$232K +3,782 +70%
IC
503
IEQ Capital
California
$555K -$28.5K -463 -5%
TPI
504
Trust Point Inc
Wisconsin
$555K +$558K +9,073 New
TW
505
TrinityPoint Wealth
Connecticut
$550K – – –
CCM
506
Cullen Capital Management
New York
$550K -$120K -1,949 -18%
SWA
507
Sax Wealth Advisors
New Jersey
$547K +$29.3K +477 +6%
FFG
508
Fortem Financial Group
California
$546K -$83.5K -1,358 -13%
HI
509
Horizon Investments
North Carolina
$546K +$134K +2,174 +32%
SWMP
510
Signature Wealth Management Partners
New Jersey
$544K – – –
MNBTD
511
Moody National Bank Trust Division
Texas
$544K -$281K -4,565 -34%
HAG
512
HighPoint Advisor Group
Illinois
$535K +$503K +8,188 New
AIM
513
Aigen Investment Management
New York
$527K +$530K +8,618 New
EW
514
Element Wealth
Mississippi
$524K +$1.23K +20 +0.2%
S
515
SignatureFD
Georgia
$519K +$11.5K +187 +2%
IWM
516
IHT Wealth Management
Illinois
$518K -$79.6K -1,295 -13%
FNBT
517
FineMark National Bank & Trust
Florida
$518K -$23.6K -384 -4%
MFG
518
Merit Financial Group
Georgia
$517K +$140K +2,272 +37%
PFS
519
Prospera Financial Services
Texas
$513K +$516K +8,391 New
RFC
520
Regions Financial Corp
Alabama
$512K -$18.1K -294 -3%
WB
521
WesBanco Bank
West Virginia
$511K -$243K -3,950 -32%
GIA
522
Gateway Investment Advisers
Ohio
$508K +$278K +4,526 +119%
UB
523
UMB Bank
Missouri
$504K -$18.4K -300 -4%
CIS
524
Custom Index Systems
New York
$504K +$507K +8,244 New
AWM
525
Apollon Wealth Management
South Carolina
$501K +$77.7K +1,265 +18%
19 20
21
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