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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Modera Wealth Management
New Jersey
$406K +$46.2K +740 +13%
JFL
527
Jarislowsky, Fraser Ltd
Quebec, Canada
$403K -$24.3K -390 -6%
PWPS
528
Pinnacle Wealth Planning Services
Ohio
$402K -$10.7K -172 -3%
WJWM
529
Williams Jones Wealth Management
New York
$401K -$1.25K -20 -0.3%
BCA
530
Bay Colony Advisors
Massachusetts
$400K +$81K +1,298 +26%
PWMAG
531
Pinnacle Wealth Management Advisory Group
New Jersey
$398K +$24.4K +391 +7%
ACM
532
Argyle Capital Management
Pennsylvania
$398K -$74.9K -1,200 -16%
MWM
533
Massachusetts Wealth Management
Massachusetts
$398K – – –
BL
534
Balentine LLC
Georgia
$394K -$274K -4,382 -41%
GC
535
Gilbert & Cook
Iowa
$393K +$14.8K +237 +4%
RTC
536
Riverview Trust Company
Washington
$392K – – –
4WM
537
44 Wealth Management
Oregon
$392K -$4.62K -74 -1%
M
538
Mirova
France
$392K -$486K -7,790 -55%
GWS
539
Glassman Wealth Services
Virginia
$388K -$4.12K -66 -1%
IAA
540
Independent Advisor Alliance
North Carolina
$387K -$9.55K -153 -2%
AO
541
Advisor OS
Illinois
$379K +$378K +6,056 New
CI
542
Cigna Investments
Connecticut
$379K +$1.25K +20 +0.3%
MFG
543
Merit Financial Group
Georgia
$379K +$1.62K +26 +0.4%
CT
544
Columbia Trust
Oregon
$378K +$12.1K +194 +3%
MCA
545
MSH Capital Advisors
Arizona
$377K +$20.7K +332 +6%
ST
546
Smithfield Trust
Pennsylvania
$377K – – –
BAM
547
Belpointe Asset Management
Nevada
$377K -$199K -3,194 -35%
AIA
548
Arbor Investment Advisors
North Carolina
$376K – – –
KWM
549
Kingsview Wealth Management
Oregon
$375K -$437 -7 -0.1%
STA
550
Summit Trail Advisors
New York
$375K +$45K +720 +14%
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