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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
751
Ropes Wealth Advisors
Massachusetts
$19K +$11.9K +200 +200%
WB
752
Webster Bank
Connecticut
$18K – – –
IFAM
753
Institutional & Family Asset Management
Colorado
$17K – – –
TFGT
754
TS Financial Group (TSFG)
Illinois
$17K – – –
JWA
755
JFS Wealth Advisors
Pennsylvania
$16K – – –
BL
756
Balentine LLC
Georgia
$16K +$2.87K +48 +22%
BC
757
Bartlett & Co
Ohio
$16K +$14.9K +250 New
MCM
758
MV Capital Management
Maryland
$16K +$15.2K +254 New
AIM
759
AIA Investment Management
Singapore
$16K +$15.4K +258 New
BCWM
760
Bartlett & Co Wealth Management
Ohio
$15.5K +$14.9K +250 New
SIS
761
Sound Income Strategies
Florida
$15K – – –
VCM
762
Versant Capital Management
Arizona
$15K – – –
GT
763
Glenmede Trust
Pennsylvania
$14.7K +$2.77M +46,461 +24%
FPFS
764
First Personal Financial Services
North Carolina
$13K -$4.48K -75 -26%
EW
765
Evoke Wealth
California
$12.7K +$12.2K +204 New
EAM
766
Eukles Asset Management
Ohio
$12K – – –
FWM
767
Focused Wealth Management
New York
$12K – – –
SWA
768
Sutton Wealth Advisors
Florida
$11.2K – – –
PO
769
Private Ocean
California
$11K – – –
WPW
770
Winthrop Partners - WNY
New York
$10.8K – – –
NPP
771
New Potomac Partners
Maryland
$9K -$2.99K -50 -25%
TWA
772
TCI Wealth Advisors
Arizona
$9K – – –
CFG
773
Citizens Financial Group
Rhode Island
$9K +$657 +11 +9%
CI
774
CX Institutional
Indiana
$9K +$717 +12 +9%
PB
775
Pinnacle Bancorp
Nebraska
$8K – – –
29 30
31
32 33