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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
701
Allworth Financial
California
$30K – – –
BCMIO
702
Beacon Capital Management Inc (Ohio)
Ohio
$30K – – –
SWMG
703
Signature Wealth Management Group
Georgia
$30K – – –
VFA
704
Valeo Financial Advisors
Indiana
$30K +$4.66K +95 +19%
CFA
705
Carroll Financial Associates
North Carolina
$30K +$19.6K +400 +192%
NWM
706
Northwest Wealth Management
Iowa
$30K +$29.5K +600 New
SPL
707
Smart Portfolios LLC
Washington
$29K +$28.7K +584 New
RCAG
708
Rehmann Capital Advisory Group
Michigan
$28K +$27K +551 New
ED
709
Exane Derivatives
France
$27.9K +$20.3K +414 +272%
IWM
710
IHT Wealth Management
Illinois
$27K – – –
RCG
711
Ruggie Capital Group
Florida
$27K – – –
ML
712
McAdam LLC
Pennsylvania
$26K +$25.5K +519 New
RPG
713
Risk Paradigm Group
Texas
$25.1K -$3.48K -71 -12%
EWM
714
Elmwood Wealth Management
California
$25.1K +$24.5K +500 New
VCM
715
Versant Capital Management
Arizona
$25K -$3.04K -62 -11%
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$25K -$1.28K -26 -5%
FWM
717
Focused Wealth Management
New York
$25K – – –
KA
718
Kaizen Advisory
Illinois
$25K – – –
PFBT
719
Parkside Financial Bank & Trust
Missouri
$23K -$540 -11 -2%
BFEC
720
Benjamin F. Edwards & Company
Missouri
$23K – – –
GAM
721
Gemmer Asset Management
California
$22K – – –
JWA
722
JFS Wealth Advisors
Pennsylvania
$21K -$25.9K -528 -56%
CPA
723
Clear Perspective Advisors
Illinois
$21K – – –
MFW
724
Mosaic Family Wealth
Missouri
$21K – – –
WCAMG
725
Woodard & Company Asset Management Group
North Carolina
$20K – – –
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