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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
726
Strategic Wealth Partners
Ohio
$244K -$1.47M -24,001 -86%
LIA
727
Luken Investment Analytics
Tennessee
$244K – – –
MCM
728
Mainstay Capital Management
Michigan
$243K +$245K +3,980 New
AWM
729
Accurate Wealth Management
Florida
$243K -$17.6K -286 -7%
AWA
730
Arkadios Wealth Advisors
Georgia
$242K -$111K -1,805 -31%
VSQM
731
V-Square Quantitative Management
Illinois
$241K – – –
DTL
732
Dynamic Technology Lab
Singapore
$241K -$732K -11,914 -75%
NP
733
NorthRock Partners
Minnesota
$241K +$242K +3,938 New
CWM
734
Chesapeake Wealth Management
Virginia
$239K -$12.3K -200 -5%
ECM
735
Evergreen Capital Management
Washington
$239K +$240K +3,901 New
LWMG
736
Levy Wealth Management Group
Pennsylvania
$238K – – –
LAS
737
Lloyd Advisory Services
Georgia
$236K +$238K +3,865 New
HIS
738
Horizon Investment Services
Indiana
$235K -$7K -114 -3%
MW
739
Marcum Wealth
Ohio
$235K -$4.06K -66 -2%
MA
740
Mezzasalma Advisors
New Jersey
$234K – – –
EFI
741
EHP Funds Inc
Canada
$232K +$234K +3,800 New
FAM
742
Flaharty Asset Management
Florida
$232K +$369 +6 +0.2%
VCG
743
Vantage Consulting Group
Virginia
$229K -$19.2K -312 -8%
AO
744
Advisor OS
Illinois
$228K -$96.5K -1,570 -30%
MSWM
745
McGlone Suttner Wealth Management
Wisconsin
$228K +$229K +3,725 New
TC
746
TownSquare Capital
Utah
$227K +$228K +3,715 New
SIAS
747
Summit Investment Advisory Services
Minnesota
$226K – – –
VAM
748
Verity Asset Management
North Carolina
$226K – – –
WAM
749
Watershed Asset Management
California
$226K -$34.2K -557 -13%
SIC
750
Sterling Investment Counsel
New York
$226K +$227K +3,693 New
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30
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