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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
901
Central Trust Company
Missouri
$241K +$81 +1 +0%
AWC
902
Abundance Wealth Counselors
Pennsylvania
$240K -$19.8K -245 -8%
CSP
903
Cary Street Partners
Virginia
$240K +$230K +2,850 New
WA
904
WealthTrust Axiom
Pennsylvania
$239K – – –
BFG
905
Birch Financial Group
New Hampshire
$239K +$2.82K +35 +1%
SCM
906
Schnieders Capital Management
California
$238K – – –
HPBT
907
Hickory Point Bank & Trust
Illinois
$238K -$1.05K -13 -0.5%
AO
908
Advisor OS
Illinois
$238K +$19.3K +239 +9%
LA
909
LexAurum Advisors
Kansas
$238K +$1.45K +18 +0.6%
GIA
910
Gladstone Institutional Advisory
Florida
$238K -$8.55K -106 -4%
CCMG
911
Clark Capital Management Group
Pennsylvania
$237K +$2.82K +35 +1%
BMC
912
Beaton Management Company
Massachusetts
$235K – – –
BWP
913
Bernardo Wealth Planning
Pennsylvania
$235K +$968 +12 +0.4%
LSIA
914
LaSalle St. Investment Advisors
Illinois
$232K +$5.08K +63 +2%
JWM
915
Jeppson Wealth Management
California
$231K -$8.06K -100 -4%
DWT
916
Dorsey & Whitney Trust
South Dakota
$231K -$32.1K -398 -13%
FLPIM
917
F.L. Putnam Investment Management
Massachusetts
$230K -$645 -8 -0.3%
VAM
918
Verity Asset Management
North Carolina
$228K -$14K -173 -6%
SPWG
919
Sage Private Wealth Group
Illinois
$227K +$218K +2,698 New
KP
920
Keel Point
Alabama
$226K +$216K +2,680 New
ADL
921
Asset Dedication LLC
California
$225K – – –
MCM
922
Morton Capital Management
California
$225K -$7.82K -97 -4%
GFA
923
Gallagher Fiduciary Advisors
Illinois
$225K +$1.53K +19 +0.7%
MPWT
924
MassMutual Private Wealth & Trust
Connecticut
$225K +$57.7K +715 +37%
LAM
925
Longboard Asset Management
Arizona
$225K – – –
35 36
37
38 39