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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
401
IVC Wealth Advisors
Pennsylvania
$940K -$10.8K -159 -1%
BPM
402
Bowling Portfolio Management
Ohio
$923K -$4.08K -60 -0.4%
AWM
403
Aevitas Wealth Management
Massachusetts
$923K +$4.35K +64 +0.4%
ECM
404
EagleClaw Capital Management
Massachusetts
$911K -$102K -1,500 -9%
MSFS
405
Main Street Financial Solutions
Pennsylvania
$902K +$9.11K +134 +0.9%
SAM
406
Storebrand Asset Management
Norway
$901K +$968K +14,242 New
MNBTD
407
Moody National Bank Trust Division
Texas
$881K -$318K -4,684 -25%
MAG
408
MRA Advisory Group
New Jersey
$879K +$31.6K +465 +3%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$876K +$941K +13,847 New
SBF
410
Sara-Bay Financial
Florida
$874K +$942K +13,850 New
CT
411
Caldwell Trust
Florida
$859K – – –
ED
412
Exane Derivatives
France
$858K -$8.23K -121 -0.9%
AIM
413
Achmea Investment Management
Netherlands
$856K – – –
ECG
414
Edge Capital Group
Georgia
$852K +$1.22M +17,964 New
SSA
415
Schonfeld Strategic Advisors
New York
$850K -$2.07M -30,464 -69%
KFP
416
Keystone Financial Planning
Ohio
$848K +$408K +5,996 +81%
BHA
417
Beech Hill Advisors
New York
$844K – – –
WIC
418
Woodmont Investment Counsel
Tennessee
$838K – – –
SWA
419
Sax Wealth Advisors
New Jersey
$836K – – –
PGWM
420
Parisi Gray Wealth Management
New Jersey
$832K +$2.58K +38 +0.3%
AP
421
Advisor Partners
California
$820K -$6.32K -93 -0.7%
UCFA
422
United Capital Financial Advisors
Texas
$817K +$11.3K +166 +1%
FA
423
Faithward Advisors
Pennsylvania
$815K – – –
FAP
424
Financial Advisory Partners
Florida
$815K -$58.9K -867 -6%
BOPW
425
Brandywine Oak Private Wealth
Pennsylvania
$814K – – –
15 16
17
18 19