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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
701
WFA of San Diego
California
$214K +$203K +3,500 New
NCM
702
NCM Capital Management
New Jersey
$214K +$203K +3,491 New
CAM
703
Carret Asset Management
New York
$214K +$203K +3,497 New
ONB
704
Old National Bancorp
Indiana
$213K -$23K -397 -10%
RPCONE
705
Retirement Planning Company of New England
Rhode Island
$211K +$200K +3,446 New
FWCM
706
Ferguson Wellman Capital Management
Oregon
$211K -$160K -2,750 -44%
PP
707
PDS Planning
Ohio
$210K +$199K +3,430 New
AP
708
Adero Partners
California
$210K +$199K +3,423 New
AL
709
Aspiriant LLC
California
$209K +$198K +3,414 New
SWM
710
SFG Wealth Management
Maryland
$209K -$229K -3,949 -54%
CFS
711
CRA Financial Services
New Jersey
$208K +$197K +3,402 New
FCA
712
FLC Capital Advisors
California
$208K +$197K +3,400 New
PFM
713
Patton Fund Management
Texas
$208K +$197K +3,394 New
HFA
714
High Falls Advisors
New York
$207K +$196K +3,372 New
AFP
715
Ausdal Financial Partners
Iowa
$205K +$195K +3,353 New
GIA
716
Guyasuta Investment Advisors
Pennsylvania
$205K +$194K +3,340 New
SCM
717
Schnieders Capital Management
California
$204K -$235K -4,049 -55%
MLL
718
Moody Lynn & Lieberson
Massachusetts
$204K -$997K -17,181 -84%
SIM
719
Sentry Investment Management
Wisconsin
$204K -$6.21K -107 -3%
PD
720
Planning Directions
Pennsylvania
$204K +$193K +3,328 New
RWA
721
River Wealth Advisors
Pennsylvania
$204K +$193K +3,324 New
AF
722
Advisornet Financial
Minnesota
$202K +$65.7K +1,131 +52%
AWMG
723
Alliance Wealth Management Group
New Jersey
$201K +$191K +3,284 New
TW
724
Towerpoint Wealth
California
$201K +$191K +3,282 New
KFS
725
Kelly Financial Services
Massachusetts
$194K – – –
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