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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1201
Penserra Capital Management
California
$3K -$105K -1,262 -97%
MWA
1202
Medallion Wealth Advisors
Connecticut
$2.74K +$1.75K +21 +175%
IRAG
1203
Investment Research & Advisory Group
Georgia
$2.55K +$2.59K +31 New
SIC
1204
SJS Investment Consulting
Ohio
$2.47K +$167 +2 +7%
BWM
1205
Bernard Wealth Management
Michigan
$2.31K +$2.34K +28 New
VWA
1206
Valued Wealth Advisors
Utah
$2.14K – – –
WCM
1207
WealthTrak Capital Management
Virginia
$2.06K – – –
T
1208
TOBAM
France
$2K +$1.58K +19 New
MSG
1209
Main Street Group
Virginia
$1.93K +$2K +24 New
CAC
1210
Core Alternative Capital
Georgia
$1.89K – – –
HWA
1211
HHM Wealth Advisors
Tennessee
$1.81K – – –
BCMLT
1212
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.66K +$1.67K +20 New
TFM
1213
TFC Financial Management
Massachusetts
$1.56K -$5.84K -70 -79%
HFS
1214
Hughes Financial Services
Virginia
$1.5K +$1.5K +18 New
TCA
1215
Trifecta Capital Advisors
Illinois
$1.48K – – –
WW
1216
Winnow Wealth
Texas
$1.26K +$417 +5 +45%
WA
1217
WPG Advisers
Maryland
$1.15K -$1K -12 -46%
TCM
1218
TD Capital Management
Tennessee
$1.09K – – –
UFF
1219
USA Financial Formulas
Michigan
$1.07K -$1.1M -13,194 -100%
TFA
1220
Transamerica Financial Advisors
Florida
$1K – – –
BHWM
1221
Bay Harbor Wealth Management
Maryland
$987 +$1K +12 New
CAWM
1222
Capital A Wealth Management
Pennsylvania
$905 +$417 +5 +83%
PWA
1223
Principia Wealth Advisory
Texas
$900 -$250 -3 -21%
NWM
1224
Nova Wealth Management
Florida
$823 – – –
LWCFA
1225
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$818 – – –
47 48
49
50 51