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Public Service Enterprise Group

Name Holding Trade Value Shares
Change
Change in
Stake
FA
401
FDx Advisors
Illinois
$794K -$53.9K -925 -6%
LFAS
402
Level Four Advisory Services
Texas
$792K -$69.9K -1,200 -8%
AAM
403
Advisors Asset Management
Colorado
$789K -$12.8K -220 -2%
CA
404
Calton & Associates
Florida
$788K +$32.6K +560 +4%
OAM
405
Optimal Asset Management
California
$777K
PGWM
406
Parisi Gray Wealth Management
New Jersey
$775K -$23.3K -400 -3%
Squarepoint
407
Squarepoint
New York
$773K +$772K +13,259 New
OFS
408
Orrstown Financial Services
Pennsylvania
$760K -$65.9K -1,132 -8%
MAG
409
MRA Advisory Group
New Jersey
$755K +$754K +12,955 New
AP
410
Advisor Partners
California
$753K +$15.3K +262 +2%
OPPTF
411
OPSEU Pension Plan Trust Fund
Ontario, Canada
$741K +$19K +326 +3%
JWCA
412
J.W. Cole Advisors
Florida
$739K -$400K -6,877 -35%
SS
413
Simplicity Solutions
Minnesota
$735K -$68.2K -1,172 -9%
SVWAG
414
Sound View Wealth Advisors Group
Georgia
$735K +$5.94K +102 +0.8%
MIM
415
Merrion Investment Management
New Jersey
$735K +$734K +12,600 New
MSFS
416
Main Street Financial Solutions
Pennsylvania
$725K +$724K +12,430 New
KeyBank National Association
417
KeyBank National Association
Ohio
$711K -$96.6K -1,659 -12%
Baird Financial Group
418
Baird Financial Group
Wisconsin
$709K +$58 +1 +0%
CT
419
Caldwell Trust
Florida
$703K +$7.28K +125 +1%
Cerity Partners
420
Cerity Partners
New York
$701K -$44.6K -766 -6%
OPW
421
Oxler Private Wealth
New York
$699K +$699K +12,000 New
Rafferty Asset Management
422
Rafferty Asset Management
New York
$697K +$167K +2,862 +31%
ZB
423
Zions Bancorporation
Utah
$695K -$25.6K -440 -4%
TCA
424
Transcend Capital Advisors
New Jersey
$695K +$118K +2,028 +21%
CPIA
425
Cornell Pochily Investment Advisors
New York
$692K +$640 +11 +0.1%