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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
801
Zions Bancorporation
Utah
$20K -$4.24K -70 -17%
BWP
802
Baldwin Wealth Partners
Massachusetts
$19K – – –
HCM
803
Highlander Capital Management
New Jersey
$19K – – –
PCFFS
804
Pacific Center for Financial Services
California
$19K – – –
SLF
805
Sun Life Financial
Ontario, Canada
$18K -$6.91K -114 -28%
GRP
806
Global Retirement Partners
California
$18K – – –
JPLA
807
Joseph P. Lucia & Associates
New York
$18K – – –
RWA
808
Ropes Wealth Advisors
Massachusetts
$18K – – –
SIAP
809
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K – – –
WB
810
Webster Bank
Connecticut
$17K – – –
TFGT
811
TS Financial Group (TSFG)
Illinois
$16K – – –
SC
812
Solstein Capital
California
$16K +$16.2K +267 New
AIM
813
AIA Investment Management
Singapore
$15K – – –
JWA
814
JFS Wealth Advisors
Pennsylvania
$15K – – –
MCM
815
MV Capital Management
Maryland
$15K – – –
BCWM
816
Bartlett & Co Wealth Management
Ohio
$14.8K – – –
IFAM
817
Institutional & Family Asset Management
Colorado
$14K -$2.48K -41 -15%
BL
818
Balentine LLC
Georgia
$14K -$1.27K -21 -8%
SIS
819
Sound Income Strategies
Florida
$14K – – –
VCP
820
Verus Capital Partners
Arizona
$14K +$13.9K +229 New
GFPC
821
Global Financial Private Client
Florida
$13.7K +$14.1K +232 New
LWM
822
Lenox Wealth Management
Ohio
$13K -$8.55K -141 -39%
FPFS
823
First Personal Financial Services
North Carolina
$13K – – –
FP
824
Financial Perspectives
Minnesota
$12.3K +$12.7K +209 New
EW
825
Evoke Wealth
California
$12.2K +$182 +3 +1%
31 32
33
34 35