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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
401
Insight Advisors
Pennsylvania
$848K +$129 +2 +0%
WG
402
Winton Group
United Kingdom
$839K -$2.38M -37,034 -71%
OQS
403
Occudo Quantitative Strategies
Florida
$839K +$961K +14,921 New
TI
404
Tidal Investments
Wisconsin
$838K -$29.8K -463 -3%
IWA
405
IVC Wealth Advisors
Pennsylvania
$836K +$1.35K +21 +0.1%
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$835K +$65K +1,009 +7%
BAM
407
Blueshift Asset Management
New Jersey
$832K +$953K +14,794 New
SBF
408
Sara-Bay Financial
Florida
$830K +$58.9K +914 +7%
UCFA
409
United Capital Financial Advisors
Texas
$826K +$115K +1,779 +14%
AWM
410
Aevitas Wealth Management
Massachusetts
$824K +$4.19K +65 +0.4%
BPM
411
Bowling Portfolio Management
Ohio
$802K -$20.8K -323 -2%
AWS
412
Atria Wealth Solutions
New York
$802K +$918K +14,261 New
MSFS
413
Main Street Financial Solutions
Pennsylvania
$792K -$11.3K -175 -1%
MAM
414
Meeder Asset Management
Ohio
$785K +$159K +2,473 +22%
MNBTD
415
Moody National Bank Trust Division
Texas
$783K – – –
MAG
416
MRA Advisory Group
New Jersey
$777K +$8.82K +137 +1%
IUHSA
417
Itau Unibanco Holding S.A.
Brazil
$775K -$164K -2,550 -16%
SS
418
Simplicity Solutions
Minnesota
$775K +$617K +9,585 +228%
MYAM
419
Meiji Yasuda Asset Management
Japan
$772K -$483K -7,495 -35%
CT
420
Caldwell Trust
Florida
$763K – – –
AIM
421
Achmea Investment Management
Netherlands
$761K – – –
PP
422
Prudential plc
United Kingdom
$759K +$119K +1,847 +16%
BHA
423
Beech Hill Advisors
New York
$750K – – –
WIC
424
Woodmont Investment Counsel
Tennessee
$745K – – –
FAP
425
Financial Advisory Partners
Florida
$742K +$20.7K +321 +2%
15 16
17
18 19