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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
726
Segment Wealth Management
Texas
$414K +$18K +215 +5%
IAIM
727
International Assets Investment Management
Florida
$414K – – –
ST
728
Smithfield Trust
Pennsylvania
$412K – – –
EWA
729
Exencial Wealth Advisors
Oklahoma
$411K -$11.7K -140 -3%
TCA
730
Transcend Capital Advisors
New Jersey
$410K +$10.5K +125 +3%
DBRC
731
D.B. Root & Company
Pennsylvania
$409K +$1.26K +15 +0.3%
AAS
732
Ameritas Advisory Services
Nebraska
$406K +$64.4K +768 +19%
CI
733
Cigna Investments
Connecticut
$406K – – –
FC
734
Fulcrum Capital
Washington
$401K – – –
NG
735
Northstar Group
New York
$397K -$71.3K -850 -15%
CAG
736
Csenge Advisory Group
Florida
$396K -$180K -2,146 -31%
LA
737
Legacy Advisors
Pennsylvania
$395K +$397K +4,737 New
EB
738
Eastern Bank
Massachusetts
$393K – – –
IIC
739
Ironwood Investment Counsel
Arizona
$392K -$17.3K -206 -4%
WP
740
WealthPLAN Partners
Nebraska
$390K – – –
NB
741
NBT Bank
New York
$389K -$73.1K -871 -19%
FFP
742
FourThought Financial Partners
Florida
$386K +$1.51K +18 +0.4%
IF
743
Intrua Financial
Texas
$386K +$2.27K +27 +0.6%
RA
744
Ransom Advisory
Rhode Island
$384K – – –
UAML
745
US Asset Management LLC
Pennsylvania
$380K -$4.11K -49 -1%
DSC
746
Duncker Streett & Co
Missouri
$380K – – –
T
747
Tableaux
Massachusetts
$380K +$382K +4,552 New
AIP
748
Ameritas Investment Partners
Nebraska
$380K -$13.5K -161 -3%
KWM
749
Kingsview Wealth Management
Oregon
$379K -$140K -1,674 -27%
FHA
750
Flagship Harbor Advisors
Massachusetts
$379K +$2.77K +33 +0.7%
28 29
30
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