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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
751
Burt Wealth Advisors
Maryland
$37K – – –
RIA
752
Realta Investment Advisors
Delaware
$37K +$35.4K +633 New
BCMIO
753
Beacon Capital Management Inc (Ohio)
Ohio
$36K – – –
PFSC
754
Peoples Financial Services Corp
Pennsylvania
$36K – – –
SPL
755
Smart Portfolios LLC
Washington
$35K – – –
PFBT
756
Parkside Financial Bank & Trust
Missouri
$35K +$4.25K +76 +14%
SIC
757
Salem Investment Counselors
North Carolina
$35K +$37.3K +668 New
WCM
758
WealthBridge Capital Management
Ohio
$32K – – –
AIL
759
AGF Investments LLC
Ontario, Canada
$30K -$1.23M -22,066 -98%
EWM
760
Elmwood Wealth Management
California
$30K – – –
BWP
761
Baldwin Wealth Partners
Massachusetts
$29K +$1.06K +19 +4%
NCM
762
Nelson Capital Management
California
$28K – – –
VCM
763
Versant Capital Management
Arizona
$26K -$3.19K -57 -11%
GAM
764
Gemmer Asset Management
California
$26K – – –
NFG
765
Next Financial Group
Texas
$26K +$950 +17 +4%
NFH
766
NEXT Financial Holdings
Texas
$26K +$24.8K +444 New
IA
767
IFP Advisors
Florida
$25K -$639K -11,437 -96%
CBT
768
Capital Bank & Trust
California
$25K -$103K -1,843 -81%
CA
769
Centerpoint Advisors
Massachusetts
$25K – – –
TFO
770
Tarbox Family Office
California
$25K – – –
BEI
771
Benjamin Edwards Inc
Missouri
$25K +$23.4K +419 New
ZB
772
Zions Bancorporation
Utah
$25K +$23.4K +419 New
TA
773
TCG Advisors
Texas
$24K +$22.3K +399 New
AIM
774
Anchor Investment Management
South Carolina
$23.8K – – –
LWM
775
Lenox Wealth Management
Ohio
$21K – – –
29 30
31
32 33