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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Allworth Financial
California
$37K – – –
PFSC
727
Peoples Financial Services Corp
Pennsylvania
$37K – – –
WC
728
Weil Company
California
$37K +$35.8K +600 New
NIT
729
NumerixS Investment Technologies
British Columbia, Canada
$31K -$173K -2,900 -85%
EWM
730
Elmwood Wealth Management
California
$31K – – –
RMC
731
Resources Management Corp
Connecticut
$31K +$29.9K +500 New
NCM
732
Nelson Capital Management
California
$29K – – –
CIAS
733
Capital Investment Advisory Services
North Carolina
$29K +$15.6K +262 +123%
BCA
734
Berman Capital Advisors
Georgia
$28K – – –
TFO
735
Tarbox Family Office
California
$28K – – –
GAM
736
Gemmer Asset Management
California
$27K – – –
BEI
737
Benjamin Edwards Inc
Missouri
$26K – – –
CA
738
Centerpoint Advisors
Massachusetts
$26K – – –
ZB
739
Zions Bancorporation
Utah
$26K – – –
SLF
740
Sun Life Financial
Ontario, Canada
$26K +$119 +2 +0.5%
AIM
741
Anchor Investment Management
South Carolina
$24.8K – – –
WAP
742
Wealthcare Advisory Partners
Pennsylvania
$24K -$30.2K -505 -57%
HGWM
743
Harvest Group Wealth Management
Massachusetts
$23K +$22K +368 New
LWM
744
Lenox Wealth Management
Ohio
$22K +$537 +9 +3%
HCM
745
Highlander Capital Management
New Jersey
$20K – – –
BWP
746
Baldwin Wealth Partners
Massachusetts
$19K – – –
GRP
747
Global Retirement Partners
California
$19K – – –
JPLA
748
Joseph P. Lucia & Associates
New York
$19K – – –
PCFFS
749
Pacific Center for Financial Services
California
$19K – – –
SIAP
750
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K – – –
28 29
30
31 32