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Public Service Enterprise Group

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
376
Forvis Mazars Wealth Advisors
Missouri
$963K +$151K +2,858 +19%
APW
377
Aurora Private Wealth
New Jersey
$914K +$106 +2 +0%
IRF
378
IBM Retirement Fund
New York
$902K +$244K +4,611 +39%
BMO
379
Beck Mack & Oliver
New York
$901K – – –
CI
380
Cigna Investments
Connecticut
$893K +$2.22K +42 +0.3%
UCFA
381
United Capital Financial Advisors
Texas
$891K -$64.6K -1,220 -7%
BPM
382
Bowling Portfolio Management
Ohio
$886K -$7.31K -138 -0.8%
PWMG
383
Prestige Wealth Management Group
New Jersey
$851K – – –
CPO
384
Cerity Partners OCIO
New York
$841K +$13.4K +254 +2%
FMTCOCP
385
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$835K -$156K -2,940 -16%
BLAM
386
Bourne Lent Asset Management
New York
$830K – – –
GWM
387
Geneos Wealth Management
Colorado
$822K -$39.6K -748 -5%
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$816K +$464K +8,759 +143%
AWM
389
Aevitas Wealth Management
Massachusetts
$813K +$8.79K +166 +1%
LFAS
390
Level Four Advisory Services
Texas
$812K +$39.6K +748 +5%
FT
391
Fiduciary Trust
Massachusetts
$810K -$20.5K -388 -3%
FA
392
FDx Advisors
Illinois
$799K +$102K +1,920 +15%
AT
393
Arden Trust
Delaware
$795K +$244K +4,605 +47%
B
394
Barings
North Carolina
$787K -$58.2K -1,100 -7%
LCM
395
Leisure Capital Management
California
$787K -$1.38K -26 -0.2%
OFS
396
Orrstown Financial Services
Pennsylvania
$780K -$51.6K -974 -6%
EH
397
Equitable Holdings
New York
$770K +$8.53K +161 +1%
VAS
398
Vestmark Advisory Solutions
Massachusetts
$767K +$104K +1,962 +16%
KeyBank National Association
399
KeyBank National Association
Ohio
$761K -$63K -1,190 -8%
SS
400
Simplicity Solutions
Minnesota
$757K -$27.7K -524 -4%