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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
751
Santori & Peters Inc
Pennsylvania
$9K +$10.5K +208 New
CHC
752
City Holding Co
West Virginia
$8K – – –
SFG
753
SevenBridge Financial Group
Pennsylvania
$8K – – –
FMII
754
Farmers & Merchants Investments Inc
Nebraska
$8K +$3.68K +73 +100%
ED
755
Exane Derivatives
France
$7.83K -$2.87K -57 -27%
SWA
756
Sutton Wealth Advisors
Florida
$7.31K – – –
TWA
757
TCI Wealth Advisors
Arizona
$7K – – –
AWA
758
Acorn Wealth Advisors
Michigan
$7K +$6.8K +135 New
FGC
759
Financial Gravity Companies
Texas
$6K +$5.59K +111 New
PWM
760
Perigon Wealth Management
California
$6K +$6.05K +120 New
WPA
761
West Paces Advisors
Georgia
$5.25K – – –
OC
762
Oakworth Capital
Alabama
$5K -$11.6K -230 -73%
RWA
763
Ropes Wealth Advisors
Massachusetts
$5K – – –
DBT
764
Dubuque Bank & Trust
Iowa
$4K -$3.02K -60 -44%
MFT
765
Moisand Fitzgerald Tamayo
Florida
$4K – – –
MOS
766
MGO One Seven
Ohio
$4K +$4.08K +81 New
SIM
767
Sonora Investment Management
Arizona
$3.09K – – –
TG
768
TLP Group
Illinois
$3K -$171K -3,403 -98%
WWM
769
Willingdon Wealth Management
North Carolina
$3K -$20.7K -411 -89%
LA
770
Legacy Advisors
Pennsylvania
$3K -$2.77K -55 -43%
BL
771
Balentine LLC
Georgia
$3K -$605 -12 -22%
DAM
772
Delta Asset Management
Tennessee
$3K – – –
IDBONY
773
Israel Discount Bank of New York
New York
$3K – – –
TL
774
TrueWealth LLC
Georgia
$3K +$3.02K +60 New
CAC
775
Certified Advisory Corp
Florida
$3K +$3.53K +70 New
29 30
31
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