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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
776
Crestwood Advisors Group
Massachusetts
$356K +$11.3K +142 +4%
LIA
777
Luken Investment Analytics
Tennessee
$356K – – –
MCM
778
Mainstay Capital Management
Michigan
$355K – – –
RC
779
Roundview Capital
New Jersey
$355K – – –
HBW
780
Hazlett, Burt & Watson
West Virginia
$353K – – –
PTC
781
Private Trust Company
Ohio
$351K +$2.23K +28 +0.7%
TNBTD
782
Trustmark National Bank Trust Department
Mississippi
$349K +$1.28K +16 +0.4%
CFS
783
CRA Financial Services
New Jersey
$345K -$16K -200 -5%
BPWM
784
Badgley Phelps Wealth Managers
Washington
$344K +$307K +3,852 New
FM
785
Foster & Motley
Ohio
$343K -$4.79K -60 -2%
MIS
786
Morningstar Investment Services
Illinois
$341K +$86.2K +1,080 +39%
CWM
787
Chesapeake Wealth Management
Virginia
$338K -$14.8K -185 -5%
ATPW
788
Ashton Thomas Private Wealth
Arizona
$335K -$6.3K -79 -2%
RPGK
789
Retirement Planning Group (Kansas)
Kansas
$333K +$298K +3,738 New
CA
790
Continuum Advisory
Idaho
$333K +$718 +9 +0.2%
CI
791
Conning Inc
Connecticut
$332K – – –
SIAS
792
Summit Investment Advisory Services
Minnesota
$330K +$295K +3,701 New
FFA
793
Farther Finance Advisors
California
$328K +$94.5K +1,184 +47%
TCM
794
Towercrest Capital Management
Pennsylvania
$326K – – –
CIC
795
Cutler Investment Counsel
Oregon
$324K – – –
PPWM
796
Paragon Private Wealth Management
Kentucky
$323K +$28.4K +356 +11%
SIC
797
Sterling Investment Counsel
New York
$322K +$559 +7 +0.2%
PL
798
Perpetual Ltd
Australia
$321K – – –
ETC
799
Exchange Traded Concepts
Oklahoma
$321K -$521K -6,529 -64%
LNB
800
Ledyard National Bank
$317K -$12.8K -160 -4%
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