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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
751
Pacific Center for Financial Services
California
$19K – – –
SIAP
752
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K – – –
RWA
753
Ropes Wealth Advisors
Massachusetts
$19K +$11.9K +200 +200%
WB
754
Webster Bank
Connecticut
$18K – – –
IFAM
755
Institutional & Family Asset Management
Colorado
$17K – – –
TFGT
756
TS Financial Group (TSFG)
Illinois
$17K – – –
JWA
757
JFS Wealth Advisors
Pennsylvania
$16K – – –
BL
758
Balentine LLC
Georgia
$16K +$2.87K +48 +22%
BC
759
Bartlett & Co
Ohio
$16K +$14.9K +250 New
MCM
760
MV Capital Management
Maryland
$16K +$15.2K +254 New
AIM
761
AIA Investment Management
Singapore
$16K +$15.4K +258 New
BCWM
762
Bartlett & Co Wealth Management
Ohio
$15.5K +$14.9K +250 New
SIS
763
Sound Income Strategies
Florida
$15K – – –
VCM
764
Versant Capital Management
Arizona
$15K – – –
FPFS
765
First Personal Financial Services
North Carolina
$13K -$4.48K -75 -26%
EW
766
Evoke Wealth
California
$12.7K +$12.2K +204 New
EAM
767
Eukles Asset Management
Ohio
$12K – – –
FWM
768
Focused Wealth Management
New York
$12K – – –
SWA
769
Sutton Wealth Advisors
Florida
$11.2K – – –
PO
770
Private Ocean
California
$11K – – –
WPW
771
Winthrop Partners - WNY
New York
$10.8K – – –
NPP
772
New Potomac Partners
Maryland
$9K -$2.99K -50 -25%
TWA
773
TCI Wealth Advisors
Arizona
$9K – – –
CFG
774
Citizens Financial Group
Rhode Island
$9K +$657 +11 +9%
CI
775
CX Institutional
Indiana
$9K +$717 +12 +9%
29 30
31
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