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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
601
Buckingham Strategic Wealth
Missouri
$307K -$74.2K -1,278 -20%
BCG
602
Breakwater Capital Group
New Jersey
$307K +$290K +5,004 New
NAG
603
Northstar Advisory Group
New Jersey
$304K +$58 +1 +0%
TA
604
Tectonic Advisors
Texas
$304K +$38.1K +657 +15%
SWP
605
Stratos Wealth Partners
Ohio
$303K +$28.8K +496 +11%
FAM
606
Fenimore Asset Management
New York
$300K – – –
WIM
607
WealthPlan Investment Management
Nebraska
$300K +$11.6K +200 +4%
LA
608
Legacy Advisors
Pennsylvania
$299K +$697 +12 +0.2%
ISL
609
Ingalls & Snyder LLC
New York
$299K – – –
CIA
610
Capital Investment Advisors
Georgia
$299K +$2.38K +41 +0.8%
WP
611
WealthPLAN Partners
Nebraska
$299K +$284K +4,887 New
FHB
612
First Hawaiian Bank
Hawaii
$297K -$38.1K -656 -12%
FNFDCM
613
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$297K +$23.2K +400 +9%
KC
614
Kepos Capital
New York
$296K -$28.7K -494 -9%
MCA
615
MSH Capital Advisors
Arizona
$295K +$116 +2 +0%
FNBTCON
616
First National Bank & Trust Co of Newtown
Pennsylvania
$293K -$5.8K -100 -2%
VWA
617
V Wealth Advisors
Kansas
$292K +$277K +4,768 New
LFAS
618
Level Four Advisory Services
Texas
$292K +$277K +4,767 New
WI
619
Wintrust Investments
Illinois
$291K -$34.6K -596 -11%
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$291K -$19.5K -336 -7%
AWA
621
Arkadios Wealth Advisors
Georgia
$290K +$275K +4,729 New
IWP
622
Innova Wealth Partners
Pennsylvania
$288K – – –
FM
623
Foster & Motley
Ohio
$287K -$51K -879 -16%
GWA
624
GGM Wealth Advisors
Maryland
$285K +$116 +2 +0%
ACA
625
Atlas Capital Advisors
Wyoming
$285K – – –
23 24
25
26 27