We are live on ! Find out more
PEG icon

Public Service Enterprise Group
PEG

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
901
OneAscent Financial Services
Alabama
$242K -$305K -3,786 -57%
CTC
902
Central Trust Company
Missouri
$241K +$81 +1 +0%
AWC
903
Abundance Wealth Counselors
Pennsylvania
$240K -$19.8K -245 -8%
CSP
904
Cary Street Partners
Virginia
$240K +$230K +2,850 New
WA
905
WealthTrust Axiom
Pennsylvania
$239K – – –
BFG
906
Birch Financial Group
New Hampshire
$239K +$2.82K +35 +1%
SCM
907
Schnieders Capital Management
California
$238K – – –
HPBT
908
Hickory Point Bank & Trust
Illinois
$238K -$1.05K -13 -0.5%
AO
909
Advisor OS
Illinois
$238K +$19.3K +239 +9%
LA
910
LexAurum Advisors
Kansas
$238K +$1.45K +18 +0.6%
GIA
911
Gladstone Institutional Advisory
Florida
$238K -$8.55K -106 -4%
CCMG
912
Clark Capital Management Group
Pennsylvania
$237K +$2.82K +35 +1%
BMC
913
Beaton Management Company
Massachusetts
$235K – – –
BWP
914
Bernardo Wealth Planning
Pennsylvania
$235K +$968 +12 +0.4%
LSIA
915
LaSalle St. Investment Advisors
Illinois
$232K +$5.08K +63 +2%
JWM
916
Jeppson Wealth Management
California
$231K -$8.06K -100 -4%
DWT
917
Dorsey & Whitney Trust
South Dakota
$231K -$32.1K -398 -13%
FLPIM
918
F.L. Putnam Investment Management
Massachusetts
$230K -$645 -8 -0.3%
VAM
919
Verity Asset Management
North Carolina
$228K -$14K -173 -6%
SPWG
920
Sage Private Wealth Group
Illinois
$227K +$218K +2,698 New
KP
921
Keel Point
Alabama
$226K +$216K +2,680 New
ADL
922
Asset Dedication LLC
California
$225K – – –
MCM
923
Morton Capital Management
California
$225K -$7.82K -97 -4%
GFA
924
Gallagher Fiduciary Advisors
Illinois
$225K +$1.53K +19 +0.7%
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$225K +$57.7K +715 +37%
35 36
37
38 39