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Public Service Enterprise Group

Name Holding Trade Value Shares
Change
Change in
Stake
RFC
451
Regions Financial Corp
Alabama
$629K +$59.1K +1,018 +11%
AAG
452
Armstrong Advisory Group
Massachusetts
$628K +$595K +10,254 New
MWM
453
Mission Wealth Management
California
$628K -$12.4K -213 -2%
JIC
454
Johnson Investment Counsel
Ohio
$624K -$11.8K -204 -2%
SAM
455
Silvercrest Asset Management
New York
$623K -$697 -12 -0.1%
APW
456
Aurora Private Wealth
New Jersey
$618K -$435K -7,488 -43%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$613K +$98.7K +1,701 +20%
NSEDCP
458
NJ State Employees Deferred Compensation Plan
New Jersey
$613K – – –
IA
459
IFP Advisors
Florida
$611K +$60.9K +1,049 +10%
RMAM
460
Raab & Moskowitz Asset Management
New Jersey
$611K +$163K +2,810 +39%
TPCW
461
TD Private Client Wealth
New York
$605K -$15.6K -269 -3%
KeyBank National Association
462
KeyBank National Association
Ohio
$600K -$33.9K -584 -6%
PFO
463
Pathstone Family Office
New Jersey
$597K +$383K +6,598 +67%
FNBT
464
FineMark National Bank & Trust
Florida
$585K – – –
BFS
465
Bradley Foster & Sargent
Connecticut
$583K +$63.9K +1,100 +13%
SPA
466
Sherbrooke Park Advisers
New York
$582K +$551K +9,500 New
UB
467
UMB Bank
Missouri
$578K +$11.7K +202 +2%
CCM
468
Cullen Capital Management
New York
$573K – – –
FTDI
469
First Trust Direct Indexing
Massachusetts
$570K -$46.3K -798 -8%
FPAS
470
Focus Partners Advisor Solutions
Missouri
$561K -$34.3K -591 -6%
EWM
471
Evercore Wealth Management
New York
$560K +$257K +4,425 +94%
S
472
Seeyond
France
$558K -$588K -10,137 -53%
TI
473
Tidal Investments
Wisconsin
$552K -$342K -5,885 -40%
TW
474
TrinityPoint Wealth
Connecticut
$551K -$3.08K -53 -0.6%
CF
475
Copperwynd Financial
Arizona
$550K +$406 +7 +0.1%