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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
726
Fort Pitt Capital Group
Pennsylvania
$212K -$16.3K -257 -7%
WMS
727
Wealth Management Solutions
Pennsylvania
$212K +$201K +3,175 New
KFS
728
Kelly Financial Services
Massachusetts
$211K – – –
NB
729
Northwest Bancshares
Pennsylvania
$209K +$198K +3,125 New
RCM
730
RNC Capital Management
California
$209K +$198K +3,136 New
GLA
731
Good Life Advisors
Pennsylvania
$208K +$197K +3,110 New
KFC
732
Klingenstein Fields & Co
New York
$207K -$43.9K -693 -18%
GWM
733
Gitterman Wealth Management
New Jersey
$207K +$196K +3,096 New
OBGC
734
O'Brien Greene & Co
Pennsylvania
$207K +$197K +3,109 New
MFG
735
Magnus Financial Group
New York
$206K -$21.3K -336 -10%
BPWM
736
Badgley Phelps Wealth Managers
Washington
$206K +$195K +3,082 New
PD
737
Planning Directions
Pennsylvania
$206K +$195K +3,082 New
IWA
738
IBEX Wealth Advisors
New Jersey
$205K +$194K +3,069 New
NFG
739
Next Financial Group
Texas
$204K +$48.3K +763 +33%
BSA
740
Bull Street Advisors
Georgia
$203K +$192K +3,036 New
TA
741
Tectonic Advisors
Texas
$203K +$192K +3,040 New
GAM
742
Gotham Asset Management
New York
$202K -$9.96M -157,335 -98%
CCM
743
Cribstone Capital Management
Maine
$202K – – –
AWA
744
Arkadios Wealth Advisors
Georgia
$202K +$2.02K +32 +1%
ST
745
Sabal Trust
Florida
$202K +$192K +3,033 New
RWP
746
RWA Wealth Partners
Massachusetts
$201K +$190K +3,007 New
SCM
747
SOL Capital Management
Maryland
$200K +$190K +3,000 New
TCOV
748
Trust Company of Vermont
Vermont
$200K +$190K +3,000 New
DMBA
749
Deseret Mutual Benefit Administrators
Utah
$196K – – –
QCG
750
Quadrant Capital Group
Ohio
$194K +$2.47K +39 +1%
28 29
30
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