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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
801
Edge Financial Advisors
Illinois
$238K +$13.1K +185 +6%
VCG
802
Vantage Consulting Group
Virginia
$237K -$34.8K -490 -13%
MFG
803
Magnus Financial Group
New York
$234K +$2.63K +37 +1%
UF
804
Univest Financial
Pennsylvania
$234K – – –
FWTB
805
First Western Trust Bank
Colorado
$233K +$213 +3 +0.1%
BBA
806
BLB&B Advisors
Pennsylvania
$233K -$35.4K -498 -14%
KFS
807
Kelly Financial Services
Massachusetts
$233K – – –
HFA
808
Highland Financial Advisors
New Jersey
$233K +$224K +3,157 New
MGWA
809
Monument Group Wealth Advisors
Massachusetts
$232K – – –
EWS
810
Eagle Wealth Strategies
New Jersey
$232K -$355 -5 -0.2%
CGL
811
Clarius Group LLC
Washington
$231K -$17.8K -251 -7%
RCM
812
RNC Capital Management
California
$231K +$223K +3,137 New
SW
813
SlateStone Wealth
Florida
$231K – – –
MOS
814
MGO One Seven
Ohio
$231K -$2.27K -32 -1%
IA
815
IFP Advisors
Florida
$230K +$568 +8 +0.3%
ECM
816
Evergreen Capital Management
Washington
$229K +$220K +3,101 New
SIA
817
Sit Investment Associates
Minnesota
$228K -$28.4K -400 -11%
MSWM
818
McGlone Suttner Wealth Management
Wisconsin
$228K -$56.1K -789 -17%
GA
819
Gateway Advisory
New Jersey
$226K -$96.1K -1,353 -31%
PA
820
PSI Advisors
Florida
$225K – – –
CAM
821
Cidel Asset Management
Ontario, Canada
$224K – – –
BSA
822
Bull Street Advisors
Georgia
$224K – – –
WB
823
West Bancorporation
Iowa
$224K – – –
CSPIA
824
Cary Street Partners Investment Advisory
Virginia
$223K +$215K +3,031 New
VFA
825
Values First Advisors
Tennessee
$222K +$214K +3,011 New
31 32
33
34 35