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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1001
Virtue Capital Management
Tennessee
$206K +$207K +2,542 New
MWM
1002
Marion Wealth Management
Pennsylvania
$204K – – –
AU
1003
AlphaGrep UK
$203K +$206K +2,522 New
AMG
1004
Asset Management Group
Connecticut
$201K +$1.55K +19 +0.8%
MWP
1005
Meridian Wealth Partners
Pennsylvania
$201K -$4.41K -54 -2%
NWMG
1006
National Wealth Management Group
Ohio
$201K -$61.2K -750 -23%
TCFP
1007
Treasure Coast Financial Planning
Florida
$201K – – –
BWA
1008
Basecamp Wealth Advisors
Washington
$194K +$197K +2,421 New
RF
1009
Rossby Financial
Florida
$194K +$8.81K +108 +5%
NSIM
1010
North Star Investment Management
Illinois
$194K +$979 +12 +0.5%
WB
1011
Webster Bank
Connecticut
$193K -$48.9K -600 -20%
ETS
1012
ESL Trust Services
New York
$187K – – –
AP
1013
Aspect Partners
Virginia
$185K +$489 +6 +0.3%
MCM
1014
Manchester Capital Management
Vermont
$185K -$8.73K -107 -4%
MPWT
1015
MassMutual Private Wealth & Trust
Connecticut
$181K -$11K -135 -6%
LS
1016
Livforsakringsbolaget Skandia
Sweden
$179K +$1.3K +16 +0.7%
TPCW
1017
TD Private Client Wealth
New York
$179K -$5.71K -70 -3%
GTAM
1018
Global Trust Asset Management
Florida
$174K – – –
VNA
1019
Valley National Advisers
Pennsylvania
$158K +$12.3K +151 +8%
LFG
1020
Larson Financial Group
Missouri
$156K -$6.04K -74 -4%
EPG
1021
Estate Planners Group
Pennsylvania
$149K +$152K +1,858 New
IGAM
1022
iA Global Asset Management
Quebec, Canada
$147K -$2.45M -30,066 -94%
GWM
1023
Geneos Wealth Management
Colorado
$146K -$10.6K -130 -7%
RFS
1024
Richardson Financial Services
Massachusetts
$145K -$14.7K -180 -9%
WA
1025
Westfuller Advisors
New York
$142K -$2.69K -33 -2%
39 40
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