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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
526
Wealth Alliance
New York
$442K +$1.83K +29 +0.4%
MLL
527
Moody Lynn & Lieberson
Massachusetts
$438K +$416K +6,568 New
DJSG
528
D.J. St. Germain
Massachusetts
$437K -$3.16K -50 -0.8%
IWM
529
IHT Wealth Management
Illinois
$434K -$12.2K -192 -3%
LWAC
530
Laurel Wealth Advisors (California)
California
$431K +$171K +2,697 +72%
5L
531
55I LLC
Massachusetts
$430K +$12.2K +192 +3%
PTC
532
Philadelphia Trust Company
Pennsylvania
$427K – – –
LWM
533
Liberty Wealth Management
California
$423K -$26.1K -413 -6%
OAM
534
Oppenheimer Asset Management
New York
$423K -$26.1K -413 -6%
MPPW
535
Mitchell & Pahl Private Wealth
Oklahoma
$423K -$7.34K -116 -2%
CCM
536
Coldstream Capital Management
Washington
$422K +$162K +2,553 +68%
FAT
537
First American Trust
California
$421K +$506 +8 +0.1%
ST
538
Smithfield Trust
Pennsylvania
$419K – – –
CCA
539
Checchi Capital Advisers
California
$412K +$9.49K +150 +2%
FM
540
Foster & Motley
Ohio
$411K -$33.3K -527 -8%
GWS
541
Glassman Wealth Services
Virginia
$411K +$9.3K +147 +2%
IWC
542
Integrated Wealth Concepts
Massachusetts
$409K -$9.43K -149 -2%
TI
543
Tidal Investments
Wisconsin
$408K +$74.8K +1,182 +24%
MRCM
544
M&R Capital Management
New Jersey
$406K – – –
MWM
545
Modera Wealth Management
New Jersey
$406K +$44.4K +701 +13%
MCM
546
MAI Capital Management
Ohio
$405K +$384K +6,073 New
WI
547
Wahed Invest
New York
$403K +$382K +6,039 New
MW
548
Marcum Wealth
Ohio
$402K -$18.9K -298 -5%
AIA
549
Arbor Investment Advisors
North Carolina
$400K – – –
AG
550
Ascent Group
Virginia
$398K +$385K +6,079 New
20 21
22
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