We are live on ! Find out more
PEG icon

Public Service Enterprise Group
PEG

Name Holding Trade Value Shares
Change 		Change in
Stake
BHC
826
Bull Harbor Capital
Maryland
$332K +$327K +4,095 New
LWM
827
Lyell Wealth Management
California
$329K +$323K +4,048 New
MT
828
Midwest Trust
Kansas
$327K -$9.19K -115 -3%
PCM
829
Parsons Capital Management
Rhode Island
$325K -$2.14M -26,850 -87%
MSFP
830
Mark Sheptoff Financial Planning
Connecticut
$325K – – –
SQA
831
Simon Quick Advisors
New Jersey
$325K +$5.03K +63 +2%
CI
832
CX Institutional
Indiana
$324K +$36.9K +462 +13%
LIA
833
Luken Investment Analytics
Tennessee
$324K – – –
HBW
834
Hazlett, Burt & Watson
West Virginia
$320K – – –
LIA
835
LSP Investment Advisors
New York
$319K -$113K -1,416 -26%
CSP
836
Cary Street Partners
Virginia
$318K -$34.6K -433 -10%
RWP
837
Revolve Wealth Partners
New Jersey
$318K +$5.27K +66 +2%
LFAS
838
Level Four Advisory Services
Texas
$317K +$1.44K +18 +0.5%
WHG
839
Westwood Holdings Group
Texas
$317K +$312K +3,904 New
TPI
840
Trust Point Inc
Wisconsin
$316K -$3.27K -41 -1%
CAM
841
Cidel Asset Management
Ontario, Canada
$314K +$25.8K +323 +9%
BAM
842
Byrne Asset Management
New Jersey
$314K -$2K -25 -0.6%
EWA
843
EverSource Wealth Advisors
Alabama
$312K +$122K +1,529 +66%
MAM
844
Mystic Asset Management
Rhode Island
$312K +$16K +200 +5%
GAM
845
Guinness Asset Management
United Kingdom
$310K +$305K +3,821 New
PC
846
PCB Capital
New Jersey
$310K – – –
CW
847
CreativeOne Wealth
Kansas
$309K -$47.4K -593 -13%
HI
848
Harbour Investments
Wisconsin
$308K +$17K +213 +6%
CCWM
849
Cassaday & Co Wealth Management
Virginia
$307K – – –
EPW
850
Evolve Private Wealth
California
$306K -$37.6K -471 -11%
32 33
34
35 36