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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
676
Sabal Trust
Florida
$208K +$208K +3,569 New
PNC
677
Park National Corp
Ohio
$207K +$207K +3,559 New
UF
678
Univest Financial
Pennsylvania
$206K +$205K +3,522 New
WT
679
Whittier Trust
California
$205K – – –
SCM
680
Shelton Capital Management
Colorado
$203K -$1.6M -27,500 -89%
CFGS
681
Concourse Financial Group Securities
Alabama
$202K +$582 +10 +0.3%
HVP
682
Hudson Value Partners
Florida
$200K +$203K +3,490 New
BFG
683
Baron Financial Group
New Jersey
$195K +$1.28K +22 +0.7%
SFP
684
Sterling Financial Planning
New Jersey
$185K +$184K +3,165 New
KFS
685
Kelly Financial Services
Massachusetts
$184K – – –
BSSFA
686
Baron Silver Stevens Financial Advisors
Florida
$181K +$181K +3,106 New
ADL
687
Asset Dedication LLC
California
$172K – – –
LWA
688
Lenox Wealth Advisors
New York
$171K – – –
JIR
689
James Investment Research
Ohio
$168K -$3.42M -58,724 -95%
TCOV
690
Trust Company of Vermont
Vermont
$166K -$95.3K -1,636 -36%
BAM
691
Barrett Asset Management
New York
$166K – – –
NFG
692
Next Financial Group
Texas
$159K -$17.1K -294 -10%
AWA
693
Arkadios Wealth Advisors
Georgia
$157K +$17.9K +307 +13%
SWP
694
ShoreHaven Wealth Partners
New Jersey
$156K +$157K +2,689 New
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$153K +$152K +2,618 New
ASBI
696
American State Bank (Iowa)
Iowa
$149K +$148K +2,550 New
HFM
697
Hartford Financial Management
Connecticut
$146K – – –
APC
698
Aspire Private Capital
North Carolina
$143K -$6K -103 -4%
QCG
699
Quadrant Capital Group
Ohio
$143K +$19.4K +333 +16%
FWM
700
Focused Wealth Management
New York
$141K -$23.2K -398 -14%
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