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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
GL
751
Graypoint LLC
New York
$296K +$285K +4,010 New
IWP
752
Innova Wealth Partners
Pennsylvania
$295K -$22.7K -319 -7%
MSFP
753
Mark Sheptoff Financial Planning
Connecticut
$295K – – –
LIA
754
Luken Investment Analytics
Tennessee
$294K – – –
MCM
755
Mainstay Capital Management
Michigan
$293K – – –
CWM
756
Chesapeake Wealth Management
Virginia
$293K +$4.97K +70 +2%
RC
757
Roundview Capital
New Jersey
$293K +$2.77K +39 +1%
BB
758
Berkshire Bank
Massachusetts
$292K +$28.5K +401 +11%
HBW
759
Hazlett, Burt & Watson
West Virginia
$291K -$35.5K -500 -11%
CFFP
760
Center for Financial Planning
Michigan
$290K +$263K +3,705 +1,611%
SP
761
Symmetry Partners
Connecticut
$289K -$67.2K -946 -19%
FM
762
Foster & Motley
Ohio
$288K -$31.2K -439 -10%
PTC
763
Private Trust Company
Ohio
$288K -$9.88K -139 -3%
TNBTD
764
Trustmark National Bank Trust Department
Mississippi
$287K +$12.9K +181 +5%
LWMG
765
Levy Wealth Management Group
Pennsylvania
$287K – – –
CAG
766
Crestwood Advisors Group
Massachusetts
$284K +$10.9K +153 +4%
ATPW
767
Ashton Thomas Private Wealth
Arizona
$282K -$54.8K -771 -17%
CA
768
Continuum Advisory
Idaho
$282K +$355 +5 +0.1%
ACM
769
AlphaStar Capital Management
North Carolina
$276K +$266K +3,749 New
MW
770
Marcum Wealth
Ohio
$275K +$265K +3,734 New
CI
771
Conning Inc
Connecticut
$274K +$8.74K +123 +3%
LNB
772
Ledyard National Bank
$274K -$71 -1 -0%
VAM
773
Verity Asset Management
North Carolina
$273K – – –
C
774
CEDRUS
Colorado
$273K +$263K +3,699 New
RA
775
RFG Advisory
Alabama
$270K +$260K +3,662 New
29 30
31
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